Fidelity Investments

HistorySuzanne W Conrad CPA was started with the intention of providing clients with high level service and filling in the gaps where most CPA's fail. We listen to and communicate with our clients throughout the year, provide prompt thorough service, and understand that it's not just about the numbers. We know clients want to know they're in good hands with a CPA who understands their goals and concerns and can get the job done. We are that firm.SpecialtiesSuzanne W Conrad CPA specializes in advanced tax prep and planning for High Net Worth Individuals and small businesses and their owners. We use a balanced approach to optimize tax and accounting strategies and address limiting money mindset issues where needed to help clients create what they want with their money. Our primary service areas are Personal Concierge/CFO, Tax Prep and Planning for individuals and small budiness and QuickBooks set up, training, and Bookkeeping.