CPA in Shasta Lake, CA
To work with a reliable, experienced CPA in Shasta Lake, CA, turn to Susan Lloyd. While Susan is based in Redding, she is able to effectively serve clients throughout Shasta County remotely. If you have been doing your own taxes for years and want a better solution that will make sure you don’t miss a single deduction, give Susan a call today to learn more.
Shasta Lake City sits in the hills above the I-5 corridor and developed around one of Northern California’s most famous landmarks, the Shasta Dam. The dam and the reservoir it forms are not only a part of the local geography, but also a big part of the local economy. There’s one thing that all fishing guides, boat rental companies, campgrounds, marina businesses, and the contractors that maintain them have in common: their businesses depend on the dam and the reservoir to thrive.
Susan has been working with Shasta Lake clients for years. Whether you choose to make the 20-minute drive to visit Susan’s office in person, or you choose to handle your business remotely, you’ll enjoy professional service and reliable results.
Hills above I-5, north of Redding near Shasta Dam
Lake recreation, fishing guides, marinas, service business, contractors
Fully remote over the phone, via email, and with secure document uploads
Seasonal income fluctuations resulting in underpaid taxes for the quarter
Let’s talk about your books — before tax season sneaks up on you.
- Verified CPA
Straight answers from a
licensed Redding CPA.
#96754 · Active, CA Board of Accountancy
25+ Years in Practice
5.0 Average Rating
Built on a Reservoir — and a Community With Deep Roots
4.55 million acre-feet · 30,000 surface acres
365 miles · max depth 517 feet
Built Around the Dam: Running a Business in Shasta Lake
The economy in Shasta Lake is quite different from the economy in Redding. Such a seasonal economy that relies on busy summers creates real bookkeeping challenges and a tax problem that catches many lake-economy business owners off guard at least once.
Quarterly estimated taxes, which are the payments the IRS expects most self-employed people to make four times a year, are easy to miscalculate when income swings dramatically from quarter to quarter. A licensed CPA who understands Shasta Lake and its seasonal businesses can build a realistic estimated tax plan that matches how your income actually arrives.
Fishing guides, rental operators, seasonal service businesses, contractors
Failure to pay quarterly estimated taxes due to seasonality.
(530) 221-1609
Escape the Quarterly Tax Trap
Most of Lake economy business owners Susan meets have never had anyone explain to them how estimated quarterly taxes work for individuals with variable income. The IRS sets default payment dates in April, June, September, and January. Of course, it doesn’t know that your busiest month is July and your slowest month is February. When you pay the same amount of money each quarter, you are either paying too much when you can’t afford it, or you are paying too little and are incurring penalties along the way.
Susan sees a lot of Shasta Lake first timers who come in after their first full season owing a lot more than they expected. This is usually because no one set up a realistic payment schedule ahead of time. With good planning, this is an easy problem to solve.
Services Susan Provides to Shasta Lake Clients
Business and personal returns, seasonal income done right
Monthly books and reconciliations high and low season
One-time cleanup of months or years behind in records
Business Tax Preparation
S-corps, LLCs, sole proprietors and fishing guide operations
Individual returns, self-employment income, variable income
Full service accounting for owner operated businesses
Audits, notices, back taxes, penalty abatement
Seasonal employee payroll, W-2s, EDD compliance
Ongoing financial advice through seasonal cash flow cycles
Common Questions in Shasta Lake, CA
Yes. Susan’s office is located at 329 Lake Blvd in Redding, approximately 20 minutes off of I-5 to Shasta Lake City. She provides in-person and online services to clients of Shasta Lake. Most of her lake-area clients feel that a combination of both is effective. Once or twice a year, they will visit in person; otherwise, business is conducted by phone and email.
The key is to create an estimated tax schedule that takes into account the way your income is received. If your company is making the majority of its profits during the months of May through September, then the payments during the slow months will be quite smaller than the payments during the busy months. Susan creates a unique plan for each of her seasonal clients to ensure they don’t underpay and also don’t give the IRS an interest-free loan.
Yes. Fishing guides, boat rental companies, and campground operators have a less than ideal tax situation to manage with generic software, including factors like equipment deductions, seasonal income, licensing fees, and estimated payments on variable income. Susan has an idea of what to expect in those returns thanks to her many years of experience.
Yes. Most of Susan’s Shasta Lake clients conduct all of their business remotely via phone, email, and secure document upload. Everything can be handled remotely, including tax planning, quarterly estimate reviews, or year-end reviews. If you want to meet at some point, that's always an option.
First, don’t ignore it. A licensed CPA can talk directly to the IRS on your behalf, review the reasons for the notice and reply to it, or represent you in an audit. Susan has represented Shasta County clients with IRS and FTB problems for years. The sooner you react to a notice, the more options you will have.
What does pricing look like? We quote every engagement upfront, before work starts, based on what you actually need. There is no hourly billing, no invoice at the end of the job that is twice what you thought it would be. Shasta Lake clients, especially seasonal businesses, like to know the number up front, as cash flow is unpredictable enough.
Nearby Areas Susan Also Serves
Visit the Office — or Skip the Drive Entirely
Coming from Shasta Lake City, the drive down I-5 takes about 20 minutes. Familiar landmarks along the way include the intersection of Shasta Dam Blvd and Grand Ave, Shasta Dam Blvd at Locust Ave, and Cascade Blvd at Shasta Dam Blvd. Most clients, though, never need to make the drive at all — everything can be handled by phone, email, and secure upload.
Susan C. Lloyd, CPA
329 Lake Blvd, Redding, CA 96003
(530) 221-1609
Mon–Fri · 9am–5pm
Local Directions from Anderson
A few familiar stops along the way, each with directions straight to 329 Lake Blvd.
More About Shasta Lake, CA
A wider view of the area — the map, the reference entries, and a look at the lake itself.
A Few Landmarks Clients Mention
Schools in the Shasta Lake Area
Ready to work with a licensed CPA who knows Shasta Lake?
Schedule a call or meeting online. Susan gives all first-line answers herself. You will not be sent to a scheduler or assistant.