Susan specializes in the full realm of income tax compliance and planning services for individuals, trusts and estates. She has more than 20 years of public accounting experience.
Susan’s Accounting Specialties
Investment Planning and Income Tax Communications
Specific individual services related to income tax planning include: coordinating services with a client’s other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning and considerable experience with income taxing authority correspondence.
Estate Taxes, Charitable Trusts and Conservatorships
Susan also manages the preparation of complex estate tax returns, including fiduciary returns and advises and prepares income tax returns for charitable remainder trusts. She has substantial experience with elder clients under professional conservatorship requiring special income tax needs, including preparation of delinquent income tax returns and successful negotiation of penalty reductions and abatements on their behalf.
BA/Economics – University of California, Los Angeles
MS/Tax – Golden Gate University
Member – American Institute of Certified Public Accountants (AICPA)
Member – California Society of CPAs (CalCPA)
Board member – St. Francis Yacht Club Foundation
Board of Trustees – Bayhill High School, Berkeley
Former Board member – Girls Inc. of Alameda County