Family has always been important to Susan, so when her brother suggested that she take an accounting course in college, she followed his advice. And she loved it.
Now a partner at LSL CPAs, Susan oversees the tax processes at the firm as well as serving individuals and business owners with their accounting and tax strategies. Her achievements were honored by Cal Poly’s Accounting Department as an Outstanding Alumnus in 1998. She has also been twice named a Paul Harris Fellow for her contributions to Rotary. But accolades aside, she derives the greatest pleasure from helping clients gain peace of mind.
Some clients have come to Susan at the most critical times in their lives: the transition of a business, illnesses and leaving their loved ones in good hands. She celebrates with them, too. As a primary contact for the firm’s wealth management affiliate, LSL Wealth Advisors, LLP, Susan helps patriarchs and family office managers plan ahead for their heirs and businesses. She helps clients navigate tax and estate issues in collaboration with affiliated asset protection attorneys and registered investment advisors. Visit our wealth management page to learn more.
Great Clients for Susan… trust her to help them through big life transitions.
LSL candidate tip… Talk about music, travel or dogs.
Personal… Her church and a big, close family take up most of her time out of the office.
Professional and Civic Involvement:
Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Member, Cal Poly, Pomona Accounting Advisory Board
Past-Treasurer, Brea Rotary Club
Executive team member at her church
Former school board member
Education:
Attended University of California, Santa Barbara
B.S. degree in Business Administration with emphasis in Accounting, California State
Polytechnic University, Pomona, with honors
*As of January 1, 2021, Susan Matz is retired but continues to work with us on a consulting basis.