Susie Sorenson
Principal

Susie Sorenson

Chico, CA

3013 Ceres Avenue
Chico, CA 95973

Industry Areas

Service Areas

Susie Sorenson orchestrates financial solutions that overcome economic difficulties and simplify people’s lives. She paints helpful pictures of fiscal metrics for business owners within agriculture, healthcare, and other industries to help them advance their financial performance through forecasts, projections, and budgeting as well as detailed, relevant tax and estate planning.

Some examples of the way Susie helps people include:

  • Planning for real estate and asset allocation, including IRC Section 1031 exchanges, to preserve property equity and enable investment flexibility when buying and selling property.
  • Designing estate and succession plans for high-net-worth individuals that preserve wealth for heirs and provide for a more secure passage through retirement.
  • Examining internal controls and processes to uncover and restore improvement areas, allowing organizations to operate more efficiently and with less need for financial oversight.

Her up-to-date knowledge of tax rules and regulations creates planning and reporting advantages for the businesses she works with. Susie serves as a credible federal and state tax authority representative, providing taxpayers with an extra sense of security.

Actively engaged with the businesses she advises, Susie is dedicated to elevating their operational potential and moving business owners closer to their life goals.

Education

B.S., accounting, California State University, Chico

Credentials

Licensed CPA in California

Professional Associations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Estate Planning Council

Civic Associations

Chico Sunrise Rotary, treasurer and past president
California Women for Agriculture, treasurer and past president
Peg Taylor Center, past president and board member

Personal Interests

Volleyball, running, reading, fly fishing, and anything outdoors

Recent Insights related to Susie Sorenson

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In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been...