Sue Ann Ma, CPA offers expertise in areas of accounting, bookkeeping, and tax planning and preparation, financial planning, estate planning, life and long-term insurance, investment and asset management as well as other financial service and business consulting.
In the field of Income Tax Preparation, Sue Ann Ma, CPA offer the best professional services for over 25 years. We can assist our clients’ specific tax preparation needs and give them the lowest possible tax bill by finding all the credits and deductions they are entitled to. Sue Ann Ma, CPA leverages tax strategies to promote business and personal tax planning to help its clients achieve their goals.
In Financial Planning, Sue Ann Ma, CPA create simple and straight-forward wealth management strategies that help our clients achieve their financial planning goals. Having a good investment portfolio is not enough, clients also need a good estate plan, a well-conceived wealth transfer and succession plan, proactive tax planning, prudent investing, the right mortgage, proper insurance coverage and smart budgeting. In short, Sue Ann Ma, CPA, is a knowledgeable and caring financial planner that assist customers with comprehensive wealth and financial planning in order to help them make smart, overall investment planning decisions.
We can help you with every aspect of your tax preparation and planning, including individual partnership and corporate returns. I
Client Services Include:
Tax Preparation
Accounting
Computer Systems Consultation
Tax Planning
Estate Planning
Retirement Planning
Business and Sales Acquisition
Sarbanes-Oxley Section 404 Compliance
Financial Analyst
Investment Analyst
Our client base reflects the range of our expertise, and includes:
Individuals
Medical and Dental Practices
Retailers
Estates
Manufacturers
Restaurants
Non-Profit Organizations
Oil and Gas Operations
Wholesalers
Commercial Organizations
Construction Companies.
