About Partner
Suzie is a Partner in our San Diego office with over 30 years experience in the public accounting field. Suzie leads the Firm’s Client Advisory Services (CAS) department and her expertise includes working with private real estate investors, professional practices and small business owners with various needs, including providing outsourced accounting and finance services, income tax preparation and tax planning. Suzie serves on several non-profit Board of Directors as Treasurer. Suzie is a graduate of University of Phoenix, with a BS in Accounting. She is a member of the California Society of Certified Public Accountants and became an Enrolled Agent in 2016. Suzie is a strong advocate for a healthy lifestyle and has spearheaded many healthy activities with the office staff.
Practice Focus
- CAS (Client Advisory Services)
- Individual Taxation
- Mid-size businesses
- Real Estate Transactions
- Retirement and financial planning
- Tax Consulting & Compliance
Industry Focus
- Family Office
- Professional Practices
- Real Estate
- Small Business Owners
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Business Network International San Diego Chapter
- Board Member of San Diego Senior Games Association
Education
University of Phoenix
Bachelor of Science, Accounting
Awards
Named a 2024 Women of Influence in Accounting & Finance Top by the San Diego Business Journal
Named a 2023 Women of Influence in Accounting & Finance Top 50 by the San Diego Business Journal