Business Details
Full-Service Accounting Solutions in Stevenson Ranch
Established over four decades ago, our firm has built a reputation as a trusted partner for individuals and businesses navigating complex financial landscapes. With a team of certified professionals, we combine deep technical expertise with personalized service to deliver comprehensive accounting solutions tailored to each client's unique needs. Our commitment to excellence is reflected in our long-standing relationships with clients across diverse industries throughout Southern California. We specialize in demystifying tax regulations, providing strategic business advisory services, and implementing financial systems that drive operational efficiency. Our approach emphasizes proactive communication and education, empowering clients to make informed financial decisions.Backed by extensive experience in audit preparation, business valuation, and nonprofit accounting, we serve as a reliable resource for all accounting matters. The firm's culture centers on integrity, precision, and client advocacy, ensuring every engagement meets the highest professional standards. Through continuous professional development, our team maintains cutting-edge knowledge of evolving tax codes and accounting practices. We take pride in delivering measurable value through customized solutions that address both immediate requirements and long-term financial objectives. Our dedication to community service and local business growth reinforces our position as more than just accountants - we are strategic partners in our clients' success.
Services
Business Valuation
Tax Preparation
Audit Services
Succession Planning
Nonprofit Accounting
Tax Planning
New Business Formation
Financial Consulting
Highlights and features
- We offer 45+ years of combined experience in Southern California accounting
- Our team includes Certified Public Accountants and Accredited Valuation Analysts
- We provide industry-specific expertise across diverse business sectors
- Our personalized approach ensures tailored financial solutions for each client
- We maintain active professional development to stay current with tax regulations
Associations and certifications
- CPA
- AICPA
- California Society of Certified Public Accountants
What people say
Professional expertise
Personalized service
Reliable guidance
Timely responses
Knowledgeable staff
Services
Business Valuation
Our certified valuation analysts provide accurate business assessments for mergers, acquisitions, and succession planning. Utilizing industry-specific metrics and market analysis, we deliver defensible valuations that support strategic decision-making. Clients benefit from transparent reporting and expert guidance through complex valuation processes.
Tax Preparation
We handle individual and business tax preparation with meticulous attention to compliance and optimization opportunities. Our CPAs stay current with evolving regulations to ensure accurate filings while maximizing legitimate deductions. Clients receive proactive tax planning advice to minimize liabilities and improve financial outcomes.
Audit Services
Comprehensive audit, review, and compilation services help businesses maintain financial transparency and regulatory compliance. Our approach combines thorough documentation analysis with practical recommendations for improving internal controls. Clients gain confidence in their financial reporting accuracy and preparedness for external examinations.
Succession Planning
We develop customized succession plans that ensure business continuity and wealth preservation. Our advisors address ownership transfer, tax implications, and leadership development to create seamless transition pathways. Clients receive ongoing support through implementation and adjustment of their succession strategies.
Nonprofit Accounting
Specialized accounting services for nonprofit organizations including grant management, compliance reporting, and board advisory. Our team understands unique nonprofit financial requirements and provides systems to enhance transparency and donor accountability while maintaining regulatory compliance.
People
Gregory C. Kory
CPA
Experienced CPA with expertise in business taxation and financial planning. Active member of professional accounting organizations, providing strategic guidance to businesses across multiple industries.
Robert J. Stern
CPA
Certified Public Accountant specializing in audit services and corporate financial advisory. Brings decades of experience in public accounting and client-focused financial solutions.
Trevor Rice
CPA, CVA
Accredited valuation analyst and CPA with specialization in business valuation and succession planning. Provides expert analysis for mergers, acquisitions, and estate planning purposes.
Lori Goodwin
CPA
Experienced tax professional focusing on individual and business tax strategy. Skilled in optimizing tax positions while ensuring compliance with evolving regulatory requirements.
Douglas Ridnor
CPA
Certified Public Accountant with focus on nonprofit organization accounting and compliance. Assists organizations in maintaining proper financial controls and reporting structures.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business services including bookkeeping, tax preparation, financial statement preparation, business valuation, and succession planning tailored to your industry needs.
Do you specialize in any particular industries?
While serving diverse sectors, we have particular expertise in construction, professional services, healthcare, and nonprofit organizations through our specialized accounting solutions.
How do you handle complex tax situations?
Our CPAs specialize in navigating complex tax scenarios, including multi-state filings, international tax considerations, and business restructuring tax implications with strategic planning.
What sets your firm apart from other accounting services?
We combine technical excellence with personalized service, offering direct access to senior professionals and proactive financial guidance based on decades of local market experience.
Can you assist with IRS audit representation?
Yes, we provide audit support and representation services, leveraging our deep understanding of tax code to help clients navigate IRS examinations and resolve compliance issues.
What technology platforms do you use?
We utilize leading accounting software platforms and secure digital tools for document sharing, tax preparation, and financial reporting while maintaining strict data security protocols.
