Welcome to Susan L Allen CPA PA webpage! Talk to our experts today.

This exciting Online Office brings accounting and financial services directly into your home or business enabling you to more actively participate in your financial management.  Explore our Online Office. Scroll to the bottom of this page for short tax videos.  Click Play Lists to view more videos that may directly pertain to you.  There are many different ways to navigate the online office. You can:

Learn about the services we offer.

Stay Alert to tax and accounting news by reviewing the client newsletter.  Subscribe to our newsletter by clicking below.  

View our Weekly Tax Tips.

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Learn about a certain tax situation you may be facing by reading our Tax Articles.

Under Additional Pages, there are many helpful internet links such as "Where's my refund?"

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This online office is meant to be an extension of services provided to you.  Visit often as additional news and helpful information will be continually added in an effort to serve you better.  Thank you for visiting.

Susan

Certified Public Accountant

Susan L Allen CPA PA

License #35119 

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Our Services

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Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

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Business Tax Returns

A variety of small business tax returns are prepared each year, including C-Corporations, S-Corporations, Partnerships, Non-Profits and Schedule C Sole Proprietor.

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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New Business Start-Up

Consulting services available for those considering a new business venture, as well as start-up assistance availabe for those that need help with setting up the business whether incorporation, limited liability corporation, partnership, sole proprietor or

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Bookkeeping

Complete bookkeeping services for small businesses.

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Financial Statements

Monthly, quarterly and year-end Balance sheet and Income Statements are prepared accurately and timely for a broad range of small business clients.

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QuickBooks Consulting

Services available for businesses needing help with QuickBooks.

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NEWSLETTERS

Client Update Newsletter: March 2024

Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more

Client Update Newsletter: February 2024

Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more

Client Update Newsletter: January 2024

A new year means filing your 2023 tax return is right around the corner!With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get your refund!) as quickly as possible.And with the new year and two years of inflation, why not review some ideas to help set financial goals for the family that addresses the challenges in our current financial landscape? A number of ideas are outlined here for your consideration.All this and some great ideas to manage your business's cash flow and a general interest article to raise awareness on the business of fake products.As always, feel free to reach out with any question or comments. Read more

Client Update Newsletter: December 2023

The temperature isn’t the only thing falling this time of year.Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out!To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several year-end tax cutting ideas.Also have fun with the entire family by testing your holiday knowledge with our annual trivia quiz! Also learn about tax surprises to watch out for, and some key ingredients to be mindful of if you’re a part of a business partnership.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more

Client Update Newsletter: November 2023

This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more