Making Sense
of it All

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
A compass with the word solution written on it.
A collage of pictures with a calculator and house.
Expert Tax Planning and

Preparation Services 

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

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.