PERSONAL SERVICES
Usually, an individual or family turns to a professional tax preparer because they’re either paying too much or not getting enough of a refund.
Taxes are nobody’s favorite subject, but Susan’s clients get peace of mind along with the best tax outcome based on their situation. As a bonus, she’s also had real results helping her clients navigate their personal financial plan to reach their saving, investment and retirement goals.
PERSONAL TAX RETURNS
Did you ever submit your tax return with your fingers crossed? Wondering what you might have added or subtracted wrong. Or what deductions you didn’t take that you earned?
PERSONAL FINANCIAL PLANNING
Susan loves working with people who want to get out of debt and get their finances in control.