Analytical, flexible and personable, Su works with privately owned businesses of various sizes and industries. Her clients include energy trading companies, private trust companies, nonprofit foundations, investment companies, and others.
In addition to traditional assurance and tax compliance services, Su advises her clients on different areas of business all year long. They rely on Su’s technical expertise and analytical mind to help them break down complex issues into manageable parts, find optimum solutions and stay ahead of the curve.
Most businesses need a tax return or returns; some need an audit, review, SOC1 audit or other assurance service. Trained in both assurance and tax, Su provides integrated and comprehensive insights and services in both financial reporting and tax compliance. Her clients appreciate not having to talk to two different CPAs, repeating the same information for the financial statements and tax returns. That saves them time and resources, allowing them and their staffs to focus on their business.
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