Phone: 805 527-4024 FAX: 805 527-6545
About Our Company
Established in 1971, our firm has been serving our community for over 45 years.
Raymond H. Skidmore, MBT, MS, CPA
Ray has over 40 years of experience in public accounting and income tax preparation. He holds two Masters’ Degrees in Taxation and one in Accounting. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He has been a college level instructor at California State University, Northridge and Moorpark College, and has taught CPA review courses at the University of California, Santa Barbara.
Jerry S. Markell, MST, BS, CPA
Jerry has over 35 years of experience in public accounting and income tax preparation. He holds a Master of Science degree in Taxation and a Bachelor of Science Degree in Accounting Theory and Practice. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Jerry has extensive experience in income, sales and payroll tax audit representation as well as estate and trust tax planning and preparation.
Patrick Roy, MS, BS, CRTP
Patrick has over 15 years of experience as a business advisor and financial analyst. He holds a Master of Science degree in Accountancy and a Bachelor of Science degree in Social Sciences. He has been designated as a Registered Tax Preparer by the California Tax Education Council (CTEC). He manages our firm’s tax department and is currently pursuing his Certified Public Accountant certificate.
Isela Sauceda, BS, CPA
Isela has over 18 years of experience in public accounting and income tax preparation. She holds a Bachelor of Science degree in Accountancy. She is a member of the California Society of Certified Public Accountants. Isela heads our audit and attestation services department and is currently pursuing a Master of Science degree in Taxation at California State University, Northridge. She is fluent in both English and Spanish.
Daniel Porter, MBA, CCEP*
Mr. Porter has been in the financial services business for over 27 years. He holds a Master of Business Administration degree and is a Registered Financial Advisor. He is a Certified Estate Planner and a Licensed California Life, Health and Disability Agent. Daniel services client investment, retirement and estate needs. He establishes and maintains investment, retirement and rollover accounts as well as assists in developing overall estate plans.
Our company offers a broad array of accounting and tax preparation services to a wide variety of clients. Our services include:
- Tax return preparation and tax planning for individuals, LLCs, corporations, partnerships, exempt organizations, trusts and estates
- Bookkeeping and financial statements for small businesses
- Payroll tax, sales tax, property tax, gift tax and other various compliance filing requirements
- Audit Services
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting issues.
Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.
Visit the Contact Us page for information regarding how to reach us via telephone, e-mail, fax or mail.
Feel free to contact the office anytime. Our staff is here to help.
*Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC and a registered investment advisor. Estate planning services offered through Citadel Law Offices. Tax preparation services offered through Skidmore Markell and Company. These entities are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.