A Full-Service CPA Firm
Run By a Not-So-Traditional CPA

 

We LOVE taxes, accounting, and all things financial, but we understand that these are not always a small business owner’s favorite topics!  You want to get your financial tasks completed as painlessly as possible so that you can have peace of mind that they were done right and on time.

At Suzanne W. Conrad, CPA, we offer traditional accounting services:

And not-so-traditional accounting services:

  • Concierge accounting.  Especially designed for athletes, celebrities, and busy executives, we offer a comprehensive one-stop shop for all your financial tasks, large and small.  Read more about our concierge accounting services…
  • Money breakthrough coaching.  Are mindset issues holding you back from earning and accumulating the wealth your desire?  If so, check out our money breakthrough coaching services for individuals and small business owners. 

We also offer:

  • Estate and Trust Planning and Tax Preparation

Having your estate carefully planned will ensure that your loved ones don’t have any financial challenges  during a time of loss.  Do you have a well thought out plan as to how to disburse your estate?

  • Financial and Retirement Planning

We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Suzanne W. Conrad, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

  • IRS Representation

Have you received a letter or notice from the IRS or a state tax agency?   We can help you prepare for your meeting and represent you so that you have some professional support when dealing directly with the agency’s representatives.

“Suzanne has been such a pleasure to work with and she’s not your typical CPA, in that she’s personable and genuinely cares about her clients. I’ve benefitted from her expertise for both my personal taxes, as well as for my small business, both of which she went above-and-beyond in order to find applicable tax breaks or deductions. Suzanne is highly affordable, diligent with her work, incredibly timely, personally interested in her clients and their good “financial health”, and she has the ability to explain complicated tax and accounting verbiage in laymen’s terms, which is a difficult skill to master. I would recommend her services to anyone, both for individual needs or for managing the increasingly intricate tax requirements for small businesses.” – Alexis Oakland

“If you are a small business owner and have felt at times overwhelmed with finding the people who will best help you to succeed you’ll understand my process and also how wonderful it is when you do find someone like Suzanne. Suzanne Conrad is an excellent business resource. She is exceptional in her work and because of that I can wholeheartedly recommend her.”  –Wendy Stedeford, MSAOM L.Ac

“Suzanne is my “go to” CPA for tax advice for my clients as well as my personal business. She is the first CPA I have trusted to prepare my business and personal returns. Suzanne is unlike other tax advisors I know, as she gets the big picture of finances and the personal psychology of money. She is understanding, caring and very knowledgeable. I have no hesitation referring my best clients and even family to Suzanne, knowing she’ll take good care of them.” –Russel L Phelps CFP, CDFA.

If you are interested in our tax services, please contact us at Suzanne@SuzanneConradCPA.com or 916-514-5240 to set up an initial, no-obligation visit.

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  • What Our Clients Are Saying

    Read our latest client case study,
    “A Home Run for Home Finances.”


    “Unparalleled service, assistance and support.” –BH

    “Exceptional in her work.” –WS

    More testimonials...

     

  • Service, please

    Imagine having your very own accounting concierge that handles all of your accounting tasks for you and even helps you keep more of what you make.
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