Colley Financial Services

Dedicated Accounting Guidance for Your Financial Success

Since 2001, Susan Colley, CPA, P.A. has been a trusted partner for individuals, businesses, and fiduciaries in the Lake Placid community. With a focus on personalized service and tailored solutions, we assist clients in navigating the complexities of taxes, accounting, and financial planning.

Our Expertise

Our team of dedicated professionals possesses extensive experience in:

• Tax Planning & Compliance: Comprehensive tax planning, preparation, and filing services for individuals, corporations, partnerships, and fiduciaries.
• Accounting & Financial Services: General accounting assistance, financial statement preparation, and budgeting guidance.
• Business Consulting: Strategic planning, financial analysis, and operational efficiency solutions.

A Personalized Approach to Financial Guidance

We believe in building strong relationships with our clients. We take the time to understand your unique financial goals and challenges, offering personalized solutions that align with your specific needs. Unlike large firms that might treat you like a number, we provide a tailored approach, ensuring your concerns and aspirations are heard and addressed.

Our Guiding Principles

• Integrity: Upholding ethical values and transparency in every engagement.
• Compliance: Staying abreast of ever-changing tax laws to ensure accurate and efficient filings.
• Client Focus: Prioritizing your needs and providing personalized attention.

Building a Strong Relationship

At Susan Colley, CPA, P.A., we value open communication and collaboration. We encourage regular check-ins and open communication throughout the year to ensure your financial goals are met.

Partnering with You For Success

We are committed to helping you achieve financial success and navigate today's financial landscape with confidence. From tax optimization to comprehensive financial planning, our experienced team is ready to support you every step of the way.