Since 2016, Suzanne Daggert has been working in Kenneth Frank Accountancy, Apc based 1221, 1221. Suzanne Daggert is an experienced Certified Public Accountant with over 20 years of work experience. According to Suzanne's CV and work profile, this expert has worked at more than eight companies with diverse backgrounds and gained different skills. Suzanne attended school at the Golden Gate University from 1998 to 2001. This person has professional certification as Arizona & California and Certified Public Accountant and this expert has studied English. Suzanne can be found in Novato, California – where this professional currently lives. You can search for this person's phone number and email. We can also provide you with additional contact information upon request.
Name variants:
Susan Daggert
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 10, 2022
Email
su**@daggertfinancial.com, js**@gmail.com
Location
Novato, CA
Company
Workplace
Colleagues
Work History
Certified Public Accountant
690 De Long Ave SUITE 300, Novato, CA 94945
Providing a broad spectrum of financial services to individuals, estates and small businesses. : federal and multi-state tax compliance, tax dispute resolution and business valuation. Busine...
Jun 2016 — Apr 2017
Certified Public Accountant - Business Owner
926a Diablo Ave #417, Novato, CA 94947
from Apr 2017
Senior Tax Professional
7200 Redwood Blvd SUITE 403, Novato, CA 94945
Tax compliance and planning for individuals, businesses, trusts and estates including multi-state and international taxation.
Jan 2015 — Jun 2016
Tax Accountant
Providing a broad spectrum of financial services to individuals, estates and small businesses. : federal and multi-state tax compliance, tax dispute resolution, financial planning, financial...
Mar 2012 — Dec 2014
Associate
2800 north Central Ave SUITE 1725, Phoenix, AZ 85004
Prepared valuations of promissory notes and privately held companies across a broad range of industries. The valuations were utilized primarily for gift and estate tax compliance and plannin...
Jul 2008 — Mar 2012
Financial Manager
TRUST, ACCOUNTING AND INCOME TAX SERVICES Managed client financial, tax and regulatory reporting for individuals, trusts, limited liability companies, family limited partners, private founda...
Apr 1999 — Apr 2007
Controller
Supervosed corporate, partnership, investor and property financial and accounting functions (both GAAP and tax) with responsibility for income tax compliance, general ledger, financial state...
Sep 1997 — Apr 1999
Controller
Financial officer responsible for oversight of all accounting functions for a software game developer in Marin County, California.
1995 — 1997
Education
1998 — 2001
Occupations
Accountant
Certified Public Accountant
Executive
Owner
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Tax
Accounting
Financial Reporting
Income Tax
Business Valuation
Strategic Financial Planning
Tax Preparation
Estate Planning
Estate Tax Planning
Finance
General Ledger
Valuation
Financial Modeling
Litigation Support
Financial Planning
Financial Analysis
Forecasting
Tax Accounting
Financial Accounting
Corporate Tax
Cpa
Partnership Taxation
Tax Advisory
Tax Returns
Estate Law
Competitive Analysis
Gaap
S Corporations
Trusts
Managerial Finance
Forensic Accounting
Internal Controls
Variance Analysis
Llc
Small Business
Tax Compliance