Since 1981, Susan has provided strategic advice to clients in the areas of individual, estate and gift taxation for families, business owners and high net worth individuals. This requires a deep knowledge of tax laws coupled with an understanding and sensitivity to each individual’s particular situation. Susan is highly skilled at addressing concerns, resolving issues and helping clients move forward. Susan believes that Waldron Rand is the “right size.” Large enough to offer a depth and breadth of expertise, yet small enough to truly know each client and provide personal attention.
Susan has a natural talent for explaining complex issues clearly and a warm and comforting style which enables her to help clients work through the complicated tax and financial implications after the death of a loved one. Susan also excels at keeping current with changes in the tax law and applying this knowledge to serve her clients.
Susan holds a B.S. in Education from Boston University. She later realized her love for accounting and tax work. With the support of her family, she successfully earned her CPA. Susan is very active both professionally and in her local community. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA). Susan has held numerous positions at Temple Aliyah, Needham, MA. including Temple President and Sisterhood President. She currently volunteers in the Needham elementary school’s Child Assault Prevention Program. Susan is also a past Treasurer of WOM, a nonprofit organization that sends teams of volunteer doctors into woman’s shelters in the Boston area.