Per the 2022 Annual Report to Congress (Publication 2014) issued by the Taxpayer Advocate Service, “U.S. tax laws are overly complex. As a result, they burden America’s taxpayers and negatively impact voluntary tax compliance. The current system of preparing and filing tax returns is too difficult, costly, and time-consuming. This is especially true for small businesses and taxpayers accessing social benefits through the tax system.”
When working with Susan, you will find:
- Explanations to meet your needs- giving you either a high-level overview to help you in any decision-making or giving you deeper knowledge
- Various ways of communicating the information until it is understood
- More confidence in any decision-making
- You are making informed decisions
Preparation Services
Susan Moussi, CPA, NSSA® is committed to her clients and dedicated to fostering long-term relationships.
When you collaborate with Susan, you will experience the following:
- She takes the time to understand your goals, interests, and needs.
- Whether you prefer in-person meetings or phone conversations, Susan's flexibility ensures timely appointments to address your important concerns.
- She works respectfully with your other advisors, making her a valued member of your team.
With over 30 years of experience, Susan Moussi offers comprehensive tax preparation and planning services to individuals and small businesses.
Tax Services Include:
- Tax projections and planning
- Individual income tax returns
- Corporate, partnership, and trust returns
- Gift tax returns
- Estate income tax returns
Social Security Retirement Planning Services:
- Analysis of changes in earnings and their estimated impact on Social Security benefits
- Evaluation of state or local pensions and their estimated impact on Social Security benefits
- Maximization of Social Security benefits
- Consultations
Social Security Planning Services
As a national social security advisor, we also offer comprehensive social security planning services, ensuring you confidently navigate retirement. Maximize your returns and secure your financial well-being today.