Meet Suzanne Halladay
Fondly known as The Tax Diva, Suzanne loves helping people with the things they hate to do: organizing their financial information, planning, preparing and filing their tax returns. Most of all, she loves showing them how to maximize deductions and save money on their taxes. Based in San Rafael, California, she works with clients in the Bay Area and as far away as Honolulu and Washington D.C.
Suzanne started her bookkeeping business in 1977. Over the years she has expanded her practice to include tax planning and preparation. She prepares and files all types of returns, from personal 1040s to corporate partnerships, estate and gift tax returns. And now, with the EA* after her name, she represents clients at IRS audits. Suzanne is also experienced in property management.
Her client list reads like a Who’s Who of successful entrepreneurs and professionals:
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Speaking engagements
A popular speaker at business meetings and networking organizations, Suzanne enjoys educating people on business issues that impact their tax situation. Learn more...
Professional organizations
- National Association of Tax Professionals
- Marin Association of Female Executives
- Business Network International
- Marin Connections
*An Enrolled Agent (EA) is a tax professional who is licensed by the federal government to represent taxpayers before the IRS.