You Can Count on Our Tax Knowledge
to Help You Keep More of What You Make

We’re committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do.

Tax Planning, Consulting, Compliance, and Representation Services

We know that tax time is one big headache for most people. One article mentioned that people would rather cut their own hair than do their own taxes. I’m sure you would rather do a LOT of things in life than your taxes, and that’s why we love being here for you: not only during tax season, but all year long. We can help you navigate the maze of ever-changing tax laws so that you are informed about every possible financial opportunity available.

Our boutique firm provides high touch support so that you can rest assured you’ve complied with all the tax laws you need to. We can take all your headaches away!

We help our clients with the following services:

  1. Prepare and efile your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any money back as fast as possible
  2. Keep you informed of due dates so you can stop worrying whether you’ve forgotten to file something important
  3. Provide proactive tax planning suggestions to save you money
  4. Answer your questions and explain your options
  5. Explain the complex in an understandable way so you can feel confident you’ve made the right decision
  6. Knowledgeable support in case you receive a tax bill or audit notice form any tax agency

“We would like to express our sincere gratitude to Suzanne Conrad and her team.  The service, assistance and support of Suzanne Conrad has been unparalleled, and her wide array of knowledge in both preparation decisions and tax planning has provided us with the guidance needed to make strong financial decisions that are aligned with our goals. –Breanna Hegseth, LEED AP, Sales Associate, Cornish & Carey Commercial, Newmark Knight Frank

“I’ve had the opportunity to work with Suzanne for a few years now. She has been extremely helpful in my many endeavors as a professional ballplayer and entrepreneur! Traveling throughout the season in many different cities is a nightmare to do taxes for us, but Suzanne has a real understanding and expertise with how it works! Along with my tax prep and filing she has been extremely helpful with bill pay, checking on home re-financing, making sure my insurance coverage is adequate, housing in different cities, flight/rental car bookings, and just about anything else I might have a question on she has an answer. If she doesn’t she has helped get me one through her network and referrals! It’s rare that you find a CPA that you feel comfortable with and can relate to! Suzanne has definitely been that for me and understands the areas that I’m working in now and the future!” -Micah Owings, MLB pitcher

“Suzanne Conrad was recommended to me during my search for expert advice in handling tax consequences of a complex estate inheritance for my son.  I wanted someone that could relate to a young man coming into money and provide him with sound and trusted advice over the long term.  Suzanne has not only expertly handled complex tax situations, but was also instrumental in helping to build a “team” of legal and financial professionals qualified to handle any financial issue my son might face now and in the future.”    – Julia Newman

Complimentary Consultation

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

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