Business Details
38 Years
experience
Trusted Tax & Accounting Services in Santa Cruz, CA
Susan Laccabue, EA has provided comprehensive financial services to individuals and small businesses in the Bay Area for over 35 years. Founded by Susan Laccabue, an Enrolled Agent and Certified QuickBooks ProAdvisor, our firm combines deep expertise in tax preparation, accounting, and advisory services with a commitment to personalized client care. Our team specializes in navigating complex tax codes, optimizing accounting systems, and delivering strategic financial guidance tailored to each client's unique needs.With decades of experience across diverse industries, we prioritize building long-term relationships through transparency, technical excellence, and proactive solutions. Our services include IRS representation, business succession planning, and specialized QuickBooks training to empower clients with financial clarity and confidence.
Services
Tax Preparation
Bookkeeping
QuickBooks Training
Advisory Services
IRS Representation
Details
- Year established: 1988
Highlights and features
- 35+ years of combined experience in tax and accounting services
- Federally licensed Enrolled Agents with IRS representation rights
- Certified QuickBooks ProAdvisors for software optimization
- Personalized attention with on-site or remote service options
- Proven track record serving diverse industries including real estate, healthcare, and retail
Associations and certifications
- Enrolled Agent (EA)
- QuickBooks ProAdvisor
Services
Tax Preparation
Comprehensive individual and business tax preparation services covering income, gift, estate, partnership, and corporate tax returns. Our Enrolled Agents ensure compliance with current tax codes while optimizing deductions and credits. Specialized expertise in IRS representation for audits, collections, and appeals.
Bookkeeping
Full-cycle accounting services including accounts payable/receivable, payroll processing, bank reconciliations, and financial statement preparation. Available on-site or remotely using desktop and cloud-based platforms. Specialized in QuickBooks setup and maintenance for small to mid-sized businesses across multiple industries.
QuickBooks Training
Certified ProAdvisor-led training for QuickBooks Desktop and Online platforms. Customized sessions for business owners and staff to optimize accounting workflows. Includes software selection guidance, implementation support, and troubleshooting assistance to improve financial management efficiency.
Advisory Services
Strategic financial consulting covering business valuations, cash flow projections, and operational efficiency improvements. Services include audit preparation, entity restructuring, and technology implementation to support long-term growth while adapting to changing tax regulations and market conditions.
IRS Representation
Authorized representation before the IRS for audits, collections, and appeals. Enrolled Agents provide expert guidance through complex tax disputes, ensuring proper documentation and compliance with federal tax laws. Specialized in resolving back tax liabilities and installment agreement negotiations.
People
Susan Laccabue
Founder/Enrolled Agent
35-year accounting and tax specialist with a Magna Cum Laude BS in Business Administration from CSU Monterey Bay. Certified QuickBooks ProAdvisor with industry experience spanning healthcare, construction, and real estate. Former property manager with expertise in internal controls and audit procedures.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll tax filings, and IRS representation. Our services include entity selection guidance and tax planning to minimize liabilities.
Are you certified to represent taxpayers before the IRS?
Yes, as Enrolled Agents we have unlimited representation rights before the IRS for audits, collections, and appeals.
Do you offer QuickBooks training for business owners?
Yes, our Certified ProAdvisors provide customized QuickBooks training for desktop and online platforms to improve accounting efficiency.
What accounting services are available for startups?
We offer chart of accounts setup, internal control implementation, and financial reporting systems tailored to new businesses.
How do you handle multi-industry accounting needs?
With experience across healthcare, construction, and retail sectors, we adapt accounting systems to meet industry-specific regulatory requirements.
