Introduction
Stern, Kory, Sreden & Morgan is a trusted, full-service accountancy corporation serving individuals and businesses throughout Southern California. With over 45 years of expertise, we offer a comprehensive range of accounting, tax, and advisory services tailored to meet your unique needs.
Our Values
Our core values guide us in serving our clients and building lasting relationships:
- Integrity: We hold ourselves to the highest ethical standards and maintain the strictest confidentiality.
- Professionalism: We deliver accurate and timely work backed by extensive training and experience.
- Client focus: We prioritize open communication and personalized attention to ensure your needs are met.
- Collaboration: We work seamlessly as a team to provide holistic solutions and address your diverse financial goals.
Our Services
We offer a comprehensive portfolio of services across various areas, including:
Tax Services
- Individual Tax Preparation and Planning
- Business Tax Preparation and Compliance
- Estate and Trust Tax Planning
- Tax Consulting and Advisory Services
Business Services
- Business Valuation
- Succession Planning
- New Business Formation
- Corporate Finance Consulting
- Operational/Management Consulting
Individual Services
- Small Business Accounting
- Audits and Reviews
- Compilations
- Personal Financial Planning
Our Team
Our team comprises experienced professionals, each armed with extensive knowledge and certifications in accounting, taxation, and financial planning. We are dedicated to providing personalized attention, tailored guidance, and proactive solutions to meet your individual needs.
Our Commitment
At Stern, Kory, Sreden & Morgan, we are committed to:
- Building lasting relationships with our clients
- Exceeding expectations with personalized attention and responsiveness
- Providing innovative solutions to navigate the ever-changing financial landscape
- Offering transparency and clear communication throughout the process
Contact Us Today
We are eager to partner with you and assist you in achieving your financial goals. Contact us today for a complimentary consultation and discover how Stern, Kory, Sreden & Morgan can be your trusted financial allies.
Overview of the Reviews
The reviews are mixed, with some customers expressing extreme dissatisfaction with the service provided by SAM HICKS and their team, while others have had positive experiences.
Negative Experiences
- Several reviewers reported unprofessional and condescending behavior from the staff, particularly Sam Hicks and Nicole.
- There were complaints about lack of communication, delays, and disrespect towards clients.
- Some reviewers felt that the firm was not experienced enough to handle complex tax cases and made mistakes that cost them financially.
- There were also reports of staff being ill-prepared for meetings and not returning calls.
Positive Experiences
- Some reviewers have had long-term positive relationships with the firm, specifically with Rob, and have been satisfied with the service provided.
- A few reviewers have reported accurate and timely work, with no mistakes made.
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