Background
For years, LaCoe Tax Services has been providing quality, personalized financial guidance to local individuals
and businesses.LaCoe Tax Services 's expertise ranges from basic tax management and accounting services to more in-depth
services such as audits, financial statements, and financial planning.
LaCoe Tax Services is one of the leading firms in and throughout Santa Maria.
By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our
dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. LaCoe Tax Services is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Santa Maria's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Santa Maria. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose LaCoe Tax Services receive competent and timely advice.
Our Team
Business owner, Sue E LaCoe, has been a local resident of Santa Maria for more than 40 years. She attended local schools and graduated from Cal Poly State University, San Luis Obispo, with a BS degree in Business Administration with a concentration in Finance. As an Enrolled Agent, Sue E LaCoe is required to keep current in her tax knowledge by taking over 30 hours of continuing education credits annually. In doing so, she is able to provide her clients with the most knowledgeable and up-to-date tax preparation services possible.
Membership:
- California Society of Enrolled Agents
- National Notary Association
sed0310@msn.com (805)934-5073
Sue's Trades Include: |
Document Signing Agent • Quickbook™ Adviser • Tax Problem Resolution Specialist |
