Susan has been a resident of the Yuba Sutter Area most of her life. As a graduate of Heald Business College, she has a firm grasp on the tax and accounting needs of our clients. In addition, she earned her Enrolled Agent(EA) credentials in 2004 and became a Fellow of the National Tax Practice Institute in 2009. With her accounting knowledge combined with being an EA, she helps our business clients not only understand how well their business is doing and how to increase productivity, but what impact this will have on their taxes when April 15th arrives. This knowledge allows her to identify potential investment opportunities as she is an Investment Advisor Representative with H. D. Vest Investment Services SM. She is also a Notary Public and as such helps our clients when the need for a Notary arises. In working with so many types of industries, her accounting and tax knowledge gives our clients an edge over their competition.
She is a member of the California Society of Enrolled Agents (CSEA) and the National Society of Enrolled Agents (NAEA). She has served on the California Society of Enrolled Agents Board of Directors and is a Past President of the Sacramento Valley Chapter of the California Society of Enrolled Agents. Furhermore, she serves on various CSEA Committees and is a member of the EDD Small Business Advisory Committee.
In her spare time she enjoys spending time with her family, working out at the gym, and reading a good book.