Local CPA Firm Announces Promotion of Jeffrey Morgan – Stern, Kory, Sreden & Morgan, AAC

Stern, Kory, Sreden & Morgan, AAC is proud to announce the promotion of Jeffrey Morgan to Shareholder of the firm.
Jeff joined Stern, Kory, Sreden & Morgan in 2016 as an accountant and ultimately a tax manager. He specializes in income tax preparation, tax planning, and advisory for individuals, businesses, trusts and estates. He is a lifelong Santa Clarita resident and is excited to continue to serve the community. Jeff will continue the legacy started by his father Ronald Morgan who recently retired and was a CPA and shareholder of SKSM for 40 plus years.
Jeff is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA) and previously practiced under his Enrolled Agents license before becoming a CPA. He is dedicated to keeping up to date on new tax laws to best advise clients with our current ever-changing environment. Jeff also holds a Series 65 investment license.
When Jeff is not in the office, he is an avid traveler and foodie; constantly exploring what the world has to offer. We congratulate Jeff on his promotion and the passion, knowledge, and expertise that he brings to the firm.
Stern, Kory, Sreden & Morgan, AAC is a full-service accounting firm serving individuals and businesses in the Santa Clarita Valley and neighboring cities as well as clients all over the Country. We are ;located at 24961 The Old Road, 2nd Floor. Please call us at 661-286-1040. Visit our website:www.SKSM.CPA.

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