About Stern, Kory, Sreden & Morgan
Stern, Kory, Sreden & Morgan is a full-service accountancy corporation based in Stevenson Ranch, CA, serving Southern California individuals and businesses across diverse industries. As experienced financial professionals, including contact Douglas Ridnor, they offer depth of training and expertise in financial, administrative, and operational management. Stern, Kory, Sreden & Morgan provides essential services like tax planning and preparation, financial statement audits, and expert advisory services tailored to meet complex accounting needs. Whether you are a growing business or an individual requiring expert tax assistance, the team at Stern, Kory, Sreden & Morgan is committed to helping you pursue your financial objectives. Contact them today at (661) 286-1040.
Website: https://www.sksm.cpa/
Founded: 1977
Office Locations
- Stevenson Ranch, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 3
- Total AUM Audited: $22.8M
- 401(k): 3 plans, $22.8M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| IMPACT TAX DEFERRED ANNUITY PLAN | PRINCIPLES, INC., CA | $9M | 162 |
| REMO INC 401(K) PROFIT SHARING PLAN & TRUST | REMO INC, CA | $8M | 154 |
| STAY GREEN, INC. 401(K) PROFIT SHARING PLAN | STAY GREEN, INC., CA | $6M | 385 |