Susan M. Lokietz — CPA in Rancho Santa Margarita, California
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Susan M. Lokietz
Certified Public Accountant
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Licensed in California
Verified
Licensed
23 San Carlos, Rancho Santa Margarita, California 92688
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About Susan M. Lokietz
Susan M. Lokietz is a certified public accountant based in Rancho Santa Margarita, California.
With over years of experience in accounting and advisory services, she specializes in providing expert guidance on basic accounting services, business tax services, and financial planning for various business structures, including S-Corps, partnerships, and LLCs, as well as for entrepreneurs and startups.
Lokietz is well-versed in handling General Accounting & Advisory and Retirement Account Tax Reporting, ensuring accurate and up-to-date financial records for her clients.
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.
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