Personal Financial Planning
Description: Services provided in tax return preparation, tax planning and implementation, college financial planning, retirement planning, estate planning, charitable gift planning, like-kind exchanges, divorce planning, life insurance trusts, disclaimer trusts and marital deduction trusts.
Description: Services provided in preparation of personal returns, C Corporate returns, estate returns, trust returns, non profit entity returns, partnership returns, S corporation returns, LLCs returns, and LLPs returns. I do provide representation before the IRS and representation before state taxing authories.
Description: I provide services related to compilations, reviews, audits, payroll services, estate and trust accounting and pension plan accounting.
Description: Service provided relating to projections and forecasts, budgeting, business start-ups, business vauluations, employee benefit programs, part-time CFO, bankruptcy and reorganizations, business financing and computer systems.
Description: I teach the following classes at The Learning Tree University in Chatsworth, California. Taxation in Financial Planning. Implementing Financial Planning. I am also available for seminars at you business or groups location. Please call for details.
Gary L. Skerik, CPA
2082 Newbury Road , Suite 5, Newbury Park, CA 91320
Phone: (805)375-8299 Fax: (805)375-8298