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    Stern, Kory, Sreden & Morgan

    4.6 (22 reviews)

    Services - Stern, Kory, Sreden & Morgan

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

    Stern, Kory, Sreden & Morgan Photos

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    Photo of Tracy S.
    3
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    103

    4 months ago

    Fantastic at doing our taxes every year. Jeff is the best!!! Thanks a bunch! Always informative and has our best interest at heart.

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    3 years ago

    Helpful 4
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    Photo of Sophia V.
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    3 years ago

    Giving him 4 stars was a total accident! I've been a client for years now and my experience has been consistently positive.

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    2 years ago

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    Photo of James D.
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    6 years ago

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    6 years ago

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    7 years ago

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    Photo of Su R.
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    4 years ago

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    9 years ago

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    13 years ago

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    9 years ago

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    8 years ago

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    8 years ago

    Trevor, Lori and Rob are all top notch CPAs. They have saved me more than I will ever pay them and their office staff is super friendly

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    8 years ago

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    Photo of Dan F.
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    9 years ago

    Sam is great! Have used him for a few years now and knows exactly what we need and how to maximize our write offs. Customer for life :)

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    8 years ago

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    9 years ago

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    13 years ago

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    8 years ago

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    9 years ago

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    11 years ago

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    Review Highlights - Stern, Kory, Sreden & Morgan

    Sam is a great source of knowledge and my wife and I are extremely happy with the work he has provided.

    Mentioned in 9 reviews

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    MYBL Accounting Services - Meeting with MYBL Professionals

    MYBL Accounting Services

    (14 reviews)

    I was with this firm for years. How it ended is why I'm writing this…read more My LLC's 2024 California return had errors in the ownership percentages that threw off the PTE tax allocation. I found them, not him. I asked him to fix it, he amended the return, and then never sent me a copy of it. So the only 2024 return I ever had in hand showed an overpayment of about $3,600. The actual corrected number was about $1,400. When I brought on a new accountant, I gave him the outdated one, because it was the only one that existed as far as I knew. That wrong credit carried into the next year and I got a state notice for roughly $2,500 plus penalties and interest, all because of Sam's mistake. That's fine. People make mistakes. I raised the issue with Sam on June 6. To his credit he owned it at first. June 18 he wrote that he wasn't going to pass the blame and that he'd get the notices and cover the penalties and interest "as I always do for other clients." Then again on July 1: "I am willing to work for the notice to reduce the penalty. I will take the responsibility for that." Then he went quiet for a month. Emails ignored. Two messages left with his office, never returned once. Nothing filed. Penalties running on MY account the entire time. August 5 he finally wrote back, and only because I'd given him a deadline. Not to file anything. But instead to demand more money. He said: "I told you that the open invoice should be paid first. It is very clear. That is my condition." He would not file the abatement unless I first paid him $1,010. That invoice is its own story. He billed me for the 2024 tax return when it was originally completed, I paid it in full the day it came in. Months later he told me the number was wrong and said i need to pay more, on the same return work that had to get amended for his errors. I said no then and we both closed it. He dug it back up 17 months later to get out of something he'd already committed to twice in writing. I ended up filing with the FTB myself. So here's where I landed after years of paying this firm - Sam cares more about collecting every dollar he can than about doing the work or keeping his word. A few hundred dollars of his own mistake wasn't worth an hour of his time. $1,010 was worth two months of mine and lies. Get yourself an honest CPA with integrity. Sam, unfortunately, has shown that he is not that.

    Sam has become a very trusted accountant and friend. He and his staff are fantastic! We have…read morerecommended many friends and most of our family to MYBL!

    Stern, Kory, Sreden & Morgan - accountants - Updated September 2026

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