Jeffrey D. Morgan — CPA in Stevenson Ranch, California
JD
Services Offered
Business Consulting & Advisory
Tax Preparation
Tax Planning
Estate & Trust Services
Specialties
Individual Tax Preparation
Returns for individuals who want help finding deductions and credits.
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Tax Preparation
Tax Preparation for Businesses
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Business Succession & Exit Planning
Accounting
Small Business Accounting
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Tax Planning
Business valuation
Valuations for business sales and purchases, divorce, S-corporation conversions, buy-sell agreements and share...
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Audit, Review & Compilation
Three levels of CPA-certified financial statements for creditors, investors and shareholders. | Pension Audits
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Business Formation & Entity Structuring
New Business Formation
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Estate & Trust Tax
Nonprofit Accounting & Tax
Non-Profit Organization Services: Accounting and audit services for not-for-profits.
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About Jeffrey D. Morgan
Jeffrey D. Morgan, CPA, holds a Bachelor of Science degree in accounting and joined Stern, Kory, Sreden & Morgan in Stevenson Ranch, California in 2016, continuing education to earn the CPA license and becoming a shareholder in 2024. Morgan specializes in income tax preparation, tax planning and advisory for individuals, businesses, trusts and estates, and is a member of the AICPA and the California Society of CPAs.
Education
B.S., Accounting
Professional Memberships
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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