Fresh, New, Customer-Focused
Tax and Accounting Services Designed to
Improve Your Financial Condition
We get it. When people think about hiring a CPA, they pretty much give up on finding one who is friendly, warm, caring, and genuinely loves people. After all, CPAs are “numbers” people, not “people” people. Luckily, not all CPAs are created equally.
The good news is you don’t have to compromise any longer; it’s warm and friendly at Suzanne W. Conrad, CPA, a full-service CPA firm with traditional tax and accounting services as well as some fresh, new, customer-focused concierge accounting and coaching services you might have never seen before. And they’re all designed to help you improve your financial condition.
“It’s rare that you find a CPA that you feel comfortable with and can relate to.” -Micah Owings, MLB pitcher
“Exceptional in her work.” –Wendy Stedeford, MSAOM L.Ac
“Amazing expertise and intuition.” – Christine Jones, CMT, CTACC, Bowen Method Center
A Breath of Fresh Accounting
At Suzanne W. Conrad, CPA, what we value the most will never show up on any balance sheet. We value the wonderful relationships we’ve made with our clients and the results we’ve achieved together in helping them increase their wealth. We accomplish this in a variety of ways:
- By keeping your tax bill as low as is legally allowed.
- By providing you with a trusted personal advisor or a trusted business advisor who is always thinking about how to make your situation better.
- By helping you get unstuck with any mindset issues that may be holding you back from acquiring the wealth you desire and deserve.
- By identifying where the risks and holes are in your financial situation and proposing customized solutions for you.
- And many more.
“The first CPA I have trusted: She gets the big picture of finances and the personal psychology of money.” –Russel L Phelps CFP, CDFA.
“Ability to explain complicated tax and accounting verbiage in laymen’s terms.” – Alexis Oakland
“Unparalleled service, assistance and support.” –Breanna Hegseth, LEED AP, Sales Associate, Cornish & Carey Commercial, Newmark Knight Frank