Principals
John M. Gergurich, EA, CRPC®, CMFS®
Tax & Financial Advisor
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, EA, CRPC®
Tax & Financial Advisor
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.
John & Jason are Investment Advisor Representatives & Registered Representatives
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC.
Advisory services offered through H.D. Vest Advisory ServicesSM, Non-bank
subsidiaries of Wells Fargo & Company 6333 North State Highway 161,
Fourth Floor, Irving, Texas 75038 (972) 870-6000
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 & Loan Consultant
Individual Taxation & Consultation, Real Estate Consulting, Loan & Mortgage Consulting.
Dick Patrick, EA
Tax Professional
Beth Gergurich
Office Assistant
Meghan Boese
Office Assistant
