Business Details
25 Years
experience
Your Trusted Partner for Accounting and Tax Services in Lake Placid
Since our founding in 2001, Susan Colley CPA P.A. has dedicated itself to providing personalized, high-quality accounting and tax services to individuals and businesses in Lake Placid, Florida. Our team of experienced professionals combines deep expertise in tax planning, compliance, and financial strategy with a commitment to building long-term client relationships. We prioritize staying current with evolving tax laws to ensure accurate compliance while identifying opportunities to minimize liabilities and maximize financial growth.Our small firm structure allows us to offer tailored solutions, ensuring each client receives direct, personalized attention from a trusted advisor. We specialize in tax preparation, accounting, payroll services, and business consulting, emphasizing transparency, integrity, and client-centric service.
Services
Tax Services
Payroll Services
Accounting Services
Business Consulting
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in personalized tax and accounting services.
- Our team provides customized financial strategies aligned with individual client needs.
- We use cloud-based technology to enhance accuracy and streamline accounting processes.
- Our firm emphasizes direct, one-on-one relationships with trusted financial advisors.
- We guarantee proactive tax planning to minimize liabilities and maximize savings.
Services
Tax Services
We offer comprehensive tax planning and preparation for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team proactively monitors tax law changes to identify deductions and minimize liabilities. Services include individual tax returns, business tax filings, estate and trust tax reporting, and representation before tax authorities for audits or disputes.
Payroll Services
Our cloud-based payroll solution automates tax calculations, filings, and reporting while offering flexible customization. We handle quarterly and annual tax forms, direct deposit, W-2/1099 processing, and compliance with multi-jurisdiction regulations. Clients benefit from 24/7 access to payroll data and dedicated support for streamlined business operations.
Accounting Services
We provide bookkeeping, financial statement preparation, and cash flow analysis using secure cloud technology. Services include general ledger maintenance, bank reconciliations, budgeting, and GAAP-compliant financial reporting. Our focus is on delivering accurate, real-time insights to support data-driven business decisions and operational efficiency.
Business Consulting
We guide businesses through incorporation, financial forecasting, management strategy, and succession planning. Our consultants offer risk assessment, process optimization, and tailored growth strategies. This includes market evaluations, entity selection advice, and scenario planning to enhance profitability and long-term sustainability.
People
Susan Colley
CPA, P.A.
Susan Colley is a licensed Certified Public Accountant with over two decades of experience in tax and accounting services. She founded Susan Colley CPA P.A. to provide personalized, ethical financial guidance. Her expertise spans tax strategy, business consulting, and cloud-based accounting systems, prioritizing client relationships and community impact.
Questions
What services does Susan Colley CPA P.A. offer?
We specialize in tax preparation, payroll services, accounting, business consulting, and financial planning for individuals and businesses.
How does the firm handle tax planning for individuals?
We provide year-round tax strategy sessions to identify deductions, minimize liabilities, and ensure compliance with evolving tax laws.
Do you offer cloud-based accounting solutions?
Yes, we use secure cloud technology for collaborative bookkeeping, real-time financial tracking, and streamlined reporting.
What business consulting phases do you support?
We assist with business formation, financial forecasting, management strategy, and succession planning to optimize long-term growth.
How are payroll services structured?
Our customizable payroll solution includes automated processing, tax filings, direct deposit, and 24/7 access to employee portals.
How can I schedule a consultation?
Contact us at 863-465-6473 or visit our office in Lake Placid for a complimentary initial consultation.
