We make sense of numbers

Accounting can be hard and taxes can be scary. We provide efficient, organized and easy accounting for you and your business. We take the fear out of taxes and tax planning.

 

I am Susan O’Day, EA, CDFA®, CPB, a sole practitioner, dedicated to providing precise, professional and personalized accounting and tax services for individuals, small businesses and not for profits.  

Originally I am from Maryland where I graduated from Towson University with a Bachelor of Science degree in Finance.  I worked for accounting firms and knew that I wanted to do accounting and taxes.  When I moved to Bradenton, Florida in 2003 I went back to college at University of South Florida where I graduated with a Bachelor of Science degree in Accounting.  I have worked for several local CPA firms and have over 25 years in the accounting and tax preparation field working with individuals, corporations, s-corporations, partnerships, non-profits, estates and trusts.  I am an advanced certified QuickBooks Online ProAdvisor and a certified QuickBooks Desktop ProAdvisor.   I am also a Certified Public Bookkeeper .

What is an E.A.

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

Since an E.A., CPA, or attorney are the only licensed professionals allowed to represent a taxpayer with the IRS, it is advisable to always use one of these professionals for your tax needs. Licensed tax professionals are also required to attend annual continuing education.

What is a CDFA ®

A CDFA® (Certified Divorce Financial Analyst) is an individual who completed a four-step modular program and exam designed by the Institute of Divorce Financial Analysts.  The program is a self-study system, covering financial and tax issues, with case studies of divorce settlements. They use their expertise of tax law, asset distribution and financial planning (both short term and long term) to help acheive an equitable distribution in a divorce settlement.