Sign In Get Started

Susan M. Hooks — CPA in Orinda, California

SM

Susan M. Hooks

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
120 Ardith Dr, Orinda, California 94563 View on Maps

About Susan M. Hooks

Based in Orinda, California, Susan M. Hooks offers accounting services to various business structures, including S-Corps, partnerships, and LLCs, focusing on small and medium-sized businesses.

With over 20 years of experience, she provides comprehensive tax compliance and retirement account tax reporting services, ensuring clients meet their tax obligations and navigate complex financial situations.

A certified public accountant, Susan specializes in basic accounting services, including financial statement preparation and budgeting, to help businesses make informed decisions.

She also offers IRS representation services for individuals and businesses facing tax issues, providing a solution for those seeking resolution and closure.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Orinda

DH
Dennis H. Rowland
Orinda, California
S
Sheila-Jean Unick
Orinda, California
SJ
Sandra J. Sobotka
Orinda, California
CM
Carolyn M. Finnell
Orinda, California
N
Ning Zhang
Orinda, California
LL
Lisa L. Sernett
Orinda, California

Contact Susan M. Hooks

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns