Sue Hollingsworth CPA

Sue Hollingsworth CPA
Company Sue Hollingsworth CPA
Phone (209) 529-4060
1020 15th Street, Suite 13
Modesto, CA 95354
Website Click here to visit

Areas of primary focus: estates, trusts, complex tax matters (for businesses, families, and individuals) and litigation support.

Sue Hollingsworth has been practicing as a CPA in Modesto since 1987, and opened her own public accounting firm in 2003.

Uncertainties regarding the future of estate taxation make planning essential for preservation and transfer of family wealth. We work with clients and their attorneys to design practical and effective estate plans. Techniques include transfers to trusts, family limited partnerships, real estate ownership and transactions, and gifting.

We work with executors, trustees, administrators, and conservators in the preparation of fiduciary tax returns, estate tax returns (Form 706), and preparation of court accountings for reporting to beneficiaries and the court. Many local attorneys regularly refer clients to us.

Our firm works with multi-layered business entities, multi-generation families, and multi-state tax reporting. We can provide superior results when we have the opportunity to plan with the business owner. We contribute creative ideas to solve complex tax problems, including choice of entity and tax elections. This work includes preparation of tax returns for corporations, partnerships, LLCs, and individuals, and preparation of financial statements for business entities.

We work with attorneys to represent clients in various legal matters, including estate and trust litigation and business litigation. We have served as expert witness, consultant, and court-appointed referee in numerous cases over more than two decades.

Susan Hollingsworth's California CPA license #45539 E

Estates, trusts, complex tax matters (for businesses, families, and individuals) and litigation support

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