Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Susan D. Martin, CPA

Susan Picture

Susan graduated from the University of New Mexico, Albuquerque, with a Bachelor of Business Administration, Accounting Concentration.  She earned her CPA license working with a local CPA auditing Water Districts and Indian Gaming Casinos.  She has worked in Public Accounting, the Private Sector and for Government Agencies in her career as a Staff Accountant, Controller and Finance Director.

This practice was opened in January 2006 with 75 clients and a large state-wide Non-Profit organization.  In January of 2009 we purchased Friedrich Tax Service (which has been here since 1968); and expanded to 500 clients.   It’s great being part of a community and living in the Sierra Nevada Foothills!

Patrick C. Poulson, CTEC , Tax Preparer and Security

PatrickPatrick has been a CTEC since 2009.  He is also owner of Foothill Piano Service and in two bands (Power of Twelve and Soul Light Connection).  He studied Anthropology at UCSB; which he then used to pursue a career in music.  He is married to Susan Martin.

Hope Lothrop,   Office Manager, Accountant and Tax Preparer

HopeHope studied accounting at Yuba College while raising four children.  She has been a Senior Accountant at a satellite equipment company for television and radio broadcasters; and 9 years in public accounting as an Accountant/Bookkeeper and Tax Preparer.  She has experience in Client Services, General Ledger, Journal Entries, Financial Statements, Payroll, Sales Tax, Accounts Payable; and three seasons as a tax preparer.