Susan joined Windes in 1985 and is a partner in the firm’s Tax & Accounting Services department. She is chair of the firm’s Employee Engagement Committee and actively recruits for the firm’s Tax & Accounting Services 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.
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, Board Member and Grants Application Committee Member