Individual and business tax planning
Estate and trust tax planning
University of Maryland, Bachelor of Science, Business
Certified Public Accountant - State of Arizona
Suzanne has over 10 years of public accounting experience and works with a variety of Arizona pass-through business entities, including S corporations and partnerships. Her clients include trucking and transportation, investment management firms, restaurants, family-owned real estate companies, and construction contractors. With S corporations, Suzanne advises business owners to monitor profits throughout the year because they are required to allocate portions of their profits to shareholders to stay in compliance. In addition to Suzanne’s love for numbers, she is passionate about teaching. At one point in her career, she took time away from accounting and taught middle and high school math, science, and social studies. In her role as a tax manager, she spearheads tax trainings and enjoys sharing new Arizona and federal tax regulations with her teammates.