Principals
John M. Gergurich, CFP®, EA, CRPC®
CERTIFIED FINANCIAL PLANNER(TM)
CA Insurance Lic. # - 0G18426
Estate and Trust Taxation, Investment properties and 1031 Tax Deferred Exchanges, Individual and Small Business Taxation and Consultation, Tax aspects of divorce, Debt Cancellation, Form 5500 filings for retirement plans, Tax aspects of Investments including Qualified and Non-Qualified Retirement Plans.
Jason B. Laccone, CFP®, EA, CRPC®
CERTIFIED FINANCIAL PLANNER(TM)
CA Insurance Lic. # - 0G18429
Tax aspects of Corporations, Partnerships, and LLCs, Small Business Consulting, Financial Statement Presentation and Evaluation, Individual Taxation and Consultation, Tax aspects of Short Sales, Foreclosures, and Installment Sales, Form 5500 filings for retirement plans, Tax considerations of Qualified and Non-Qualified Retirement Plans.
Staff
Jeff Fila, CPA
Certified Public Accountant
Tax Preparation, Accounting & Payroll services.
Deborah Chinchock
Office Administrator
