Susan joined Windes in 1985 and is a partner in the firm’s Tax department. She is chair of the firm’s Employee Engagement Committee and actively recruits for the firm’s Tax department.
She serves high-net-worth individuals and a variety of clients in professional services, distribution, brokerage, and real estate.
Susan’s areas of expertise include individual state residency planning and audit defense, multi-state taxation, and mergers and sales of businesses.
Service SpecializationBusiness EntityFederal, State and Local Tax CreditsIndividual Tax Return Preparation
Bachelor of Science, Business Administration, Accounting and Finance
California State University, Long Beach
Master of Science, Taxation
Golden Gate University, San Francisco
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Long Beach Memorial Medical Center, Trustee
- Memorial Medical Center Foundation, Treasurer