Susie Sorenson, CPA

Principal

Chico, CA

3013 Ceres Avenue Chico, CA 95973

Contact Information

eMail

Social Media Information

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

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

Mentions and articles by Susie

california-wilfire-disaster-relief

How to Help California Fire Victims

K·Coe Editoral | November 12, 2018

Camp Fire, now the most destructive wildfire in the history of California, has desecrated an insurmountable number of people’s lives, families, friends, homes, and livelihoods.  In addition, two more wildfires in Southern California are displacing residents and businesses. As K·Coe […]

california-wilfire-disaster-relief

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

K·Coe Editoral | August 2, 2018

How to Treat Insurance Casualty Gains 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 fielding questions and concerns from many of our clients […]