Susan S. Roberts

WORK HISTORY

EDUCATION

SKILLS

ABOUT SUSAN S. ROBERTS

I Promise to Know You and Help You. I strive to enhance CLA’s corporate leadership through my extensive knowledge and experience providing customized solutions for manufacturing and distribution enterprises, along with serial entrepreneurs. With a unique ability to assess important aspects of external and internal financial reporting needs-and to gauge their impact on efficiencies and productivity-my agile interaction and absolute attention to detail are invaluable With a remarkable depth of understanding of each industry and over 20 years in public accounting, I afford my clients a particular penchant for strategic consulting on corporate taxation, entity selection, and multi-state taxation issues. Serving CFOs in mid-size companies, my talents range from asset valuation to working capital cost accounting. I work in multiple areas of income tax planning and advises companies regarding mergers and acquisitions, as well. By providing tax planning and consulting to serial entrepreneurs, I have an extensive knowledge with regards to high net worth individuals, filing in multiple states. Practice Areas: o Tax Compliance o Taxation o Tax Consulting o Mergers & Acquisitions o SALT – State and Local Taxes o Multi-State Tax Compliance o Choice of Entity Consulting o Business Solutions & Strategies o Business Plan Development o Tax Credits & Incentives o Strategic Business Planning o Corporate, Partnership & Individual Income Tax o Research & Tax Credits o Cost Segmentation Analysis o Business Continuation, Succession Planning & Exit Strategies o Liquidation Assistance o IC-DISC o Inventory Cost Analysis o Financial Forecasts & Projections Industry Experience: o Manufacturing & Distribution o Serial Entrepreneurs o Healthcare o Privately Held Businesses o High Net Worth Individuals o Real Estate o Professional Services