Suzann

Suzann Foster

schedule a free consultation

Hello, I am Suzann. Very happy to finally meet you.

credentials

contact

+1(559) 977-0147
suzannfostercpa@gmail.com

P.O. Box 50 PMB 144

Lake Arrowhead CA 92352

social

bio

Suzann

In a book describing various careers, I was hooked by the description for CPAs. As I read "enjoys people and service," under the career description for CPAs, I was hooked. My career was in both public accounting and in large corporations. The work is mentally challenging, orderly and impossible to leave. Now that I am semi-retired, I serve a variety of clients either as a consultant or as a volunteer tax preparer. In either case, it is a brain/heart exercise.

education

Golden Gate University

Bachelor of Accounting

1981

Golden Gate University

Master of Taxation

1986

experience

Fidelity National Financial

AVP and Tax Manager
Santa Barbara, CA

11/2000 - 07/2003

business info

Bookkeeping, Etc.

Friendly, efficient and can communicate results.

Established 2013

Currently, my clients are family, friends and pro bono for seniors in need. They consist of S corporations and individuals for tax compliance and planning. QuickBooks ProAdvisor services are also part of my practice. My career in the corporate world, and rental management of my residential properties over 25 years translates to personal and hands-on professional experience as a value I offer to my clients.

hours of operation

Sunday closed
Monday 09:00 AM - 04:00 PM
Tuesday 09:00 AM - 04:00 PM
Wednesday 09:00 AM - 04:00 PM
Thursday 09:00 AM - 04:00 PM
Friday closed
Saturday closed

travel

I travel to my clients
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services


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