Name: Suzanne F. Lind-Sizemore
Job Title: Client Services Coordinator
Departments and Divisions: Tax Services, Accounts Receivables, Collections, Investment Assistant.
Contact Details: firstname.lastname@example.org
Expertise: Suzanne made her way into the world of business and finance by owning and operating her own companies for many previous years. As an entrepreneur and business person, she fully understands the challenges of embracing the delicate balance between your business making a profit and the payment of the calculated portion of that profit to a multitude of required Federal and State business taxes. Only to repeat this process by filing your personal tax return shortly thereafter.
Suzanne now serves as Cardinale Financial Group’s tax document coordinator for both business and personal tax return clients. She makes certain that all required tax documentation is in place prior to the preparation process so your tax return results have the most favorable outcome possible. Additionally, she assists with all accounts receivables and collections. Further, she assists and consults with Clients regarding all Federal Student Financial Aid application inquiries and potential requirements.
Suzanne's greatest strengths are her compassion, drive and leadership. She thrives on challenges, particularly those that fully expand our Clients knowledge with regard to tax advantages and requirements, effective business structure and prudent financial planning.
Education and Professional Qualifications: Suzanne holds a bachelor's degree in business management, and an associate's degree in marketing from the University of South Florida.
Suzanne F. Lind-Sizemore
Where accounting and financial planning^ work together!
23546 State Road 54, Lutz, FL 33559
Phone (813) 991-1910 * Fax (813) 991-1708
*^Frederick P. Cardinale CPASM/PFS CFP®, Advisory Representative, CA Insurance License #0G48587