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
Mary Ann Gergurich, CRTP
Office Manager & Notary Public
Office management and client services, Tax Preparation, Accounting & Payroll services, and Notary services.
Dan M. Gergurich, CRTP
Real Estate Agent & Tax Professional
Real Estate Consulting, Individual Taxation & Consultation, and Tax aspects of Real Estate & Investment Properties.
Edward J. Gergurich
Financial & Tax Consultant
