Back to OUR PEOPLE
Back to OUR PEOPLE
Texas
Stephen F. Austin State University
Bachelors of Business Administration—Accounting
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Susan serves as one of the principals in our Accounting and Consulting Services. She has more than 35 years of experience in public accounting. Her experience has served a broad range of industries including, but not limited to, construction, not-for-profit entities, as well as clients with state and local tax concerns. Susan provides proactive tax planning and tax compliance services for individual, corporate, and partnership clients. She also assists clients with computer software setup, training, payroll and sales tax return preparation, high-end wealth tax issues, financial analysis, small business consultations, and planning.
Not-For-Profit Organizations
Construction Industry
High-Wealth Individual Tax Issues
Corporate/Partnership Taxation
Compiled and Reviewed Financial Statements
Texas Local Tax Issues
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
EXPERIENCE
Susan serves as one of the principals in our Accounting and Consulting Services. She has more than 35 years of experience in public accounting. Her experience has served a broad range of industries including, but not limited to, construction, not-for-profit entities, as well as clients with state and local tax concerns. Susan provides proactive tax planning and tax compliance services for individual, corporate, and partnership clients. She also assists clients with computer software setup, training, payroll and sales tax return preparation, high-end wealth tax issues, financial analysis, small business consultations, and planning.
AREA OF FOCUS
Not-For-Profit Organizations
Construction Industry
High-Wealth Individual Tax Issues
Corporate/Partnership Taxation
Compiled and Reviewed Financial Statements
Texas Local Tax Issues
AFFILIATIONS
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
PUBLICATIONS
HONORS/AWARDS
Deferral of 2020 Required Minimum Distributions (RMD)
Attracting and Retaining Talent with Equity-based Compensation
Don’t miss this: New W2, W3, 1099 filing due dates
Lease Accounting Update
Living the Vision — Lane Gorman Trubitt, LLC
PUBLICATIONS
Deferral of 2020 Required Minimum Distributions (RMD)
Attracting and Retaining Talent with Equity-based Compensation
Don’t miss this: New W2, W3, 1099 filing due dates
Lease Accounting Update
HONORS/AWARDS
Living the Vision — Lane Gorman Trubitt, LLC