Stern, Kory, Sreden & Morgan

At Stern, Kory, Sreden & Morgan, we pride ourselves on being a full-service accountancy corporation that has been serving Southern California individuals and businesses for over 45 years. Our team of experienced professionals brings a depth of training and years of experience in financial, administrative, and operational management to your accounting needs.

Our Mission

Our mission is to provide outstanding service to our clients by delivering personalized attention, expert advice, and tailored solutions that meet their unique needs. We understand that every client is unique, and we take the time to understand their specific requirements, tailoring our services to meet their specific needs.

Our Services

Our services include:

Business Services

• Small Business Accounting
• Audits - Reviews - Compilations
• Business Valuation
• Succession Planning
• New Business Formation
• Non-Profit Organizations

Tax Services

• Individual Tax Preparation
• Tax Preparation for Businesses
• Tax Planning
• Estate & Trust Tax Services
• Tax Center
• Tax Due Dates
• Tax Rates
• IRS Tax Forms and Publications
• Record Retention Guide
• State Tax Forms

What Sets Us Apart

At Stern, Kory, Sreden & Morgan, we take pride in our dedication to the three underlying principles that guide our firm. We strive for:

• Personalized Service: We understand that every client is unique and deserves personalized attention and tailored solutions.
• Expertise: Our team of experienced professionals brings a depth of training and years of experience in financial, administrative, and operational management.
• Quality Service: We are committed to delivering high-quality services that meet our clients' specific needs and exceed their expectations.

Meet Our Team

Our team of experienced professionals includes:

• Gregory C. Kory, CPA
• Robert J. Stern, CPA
• Trevor Rice, CPA, CVA
• Lori Goodwin, CPA
• Douglas Ridnor, CPA
• Samuel Hicks, CPA, MST

Insights

Stay up-to-date with the latest financial news and insights from our team of experts. Our blog features articles on various topics, including tax planning, business valuation, and more.