Testimonials

“I have known and worked with Suzanne for a few years now and I can not say enough about her expertise and work that she has done for us. My husband is a professional baseball player so we travel a lot all over the country/world. Suzanne helps us not only with our taxes but also with bill pay, finances, travel arrangements, housing, car shipment and much more throughout the year. She has definitely been our “go to” lady on many things even day to day issues. My husband was traded the same day that I gave birth to our baby girl and we wouldn’t have been able to make that “big move” without Suzanne. If I need help with just about ANYTHING, I call Suzanne! There is not a week that goes by that I’m not in contact with Suzanne. She is very organized and on top of things and always keeps us informed. She is also very caring and understanding and makes us feel like we are more than just a client. Once again, I can not say enough good things about her and I’m so thankful that we have the pleasure of working with her.” –Carrie N., wife of Professional Baseball Player and stay at home mom


“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


“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.


“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 O., MLB pitcher


“I found Suzanne after “trying on” 4 other CPAs who, for one reason or another, didn’t fit with my needs either professionally or personally. Consequently, it was easy to recognize the many things that set Suzanne apart from all the others. She gives me a wonderful personal touch. She expresses genuine interest in my chosen profession as well as my success in it. She checks in with me occasionally throughout the year not just at tax time. She is available to answer my questions.  I enjoy and trust her skills as a CPA and appreciate the fact that she also provides business consultation services and look forward to utilizing them soon.”

“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


“Before I started working with Suzanne, I had no idea why I handled money situations the way I did. I had taken many classes on how to pay down debt, what is the best way to invest etc. In my first session with her, I realized a lifelong pattern of fear around money decisions that had been keeping me from the financial success that I had desired for so long. Her expertise and intuition was amazing. As a result of working with Suzanne, I realize the value of what I have to offer and feel more confident in asking more for my services. This has been a true breakthrough for me. I am making better financial decisions without the angst that I would normally have dealt with. I am deeply grateful for the opportunity to work with Suzanne, she has truly been a blessing in my life. Thank you Suzanne!” — Christine Jones, CMT, CTACC, Bowen Method Center


“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


“After having many bookkeepers and myself involved with my firm’s accounting, the result was an inaccurate checkbook balance. So after working with this unsettling situation, we retained Suzanne’s firm.  It’s been a boon to have Suzanne and her bookkeeping services to rely on.  I have worked with Suzanne’s firm for close to a year now.  She and her employee were able to assist me to cleanup and balance my books in Quickbooks. She is smart, fast and accurate helping with reconciliation of business checking and credit card and working with troubleshooting Assisted Payroll tax issues. Plus they are good QuickBooks coaches. Now I just leave monthly reconciliations to her. Adding her has been a worthwhile investment – great time/value use of money. Minimally has saved me 3-4 hours a month of my time alone – approximately $300-400.  –Jean Wiley, Wiley Design Communications


“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


“What luck we had when we found Suzanne Conrad’s name on the internet! She was efficient, very friendly, and very knowledgeable! We learned more from her in a few short visits, than all our years with our past advisor! Suzanne was definitely worth the fee! We left her office skipping we were so happy with our return!” —Jennifer Arey

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