Susan joined Wheeler in 2016. For the four years prior, she was part of the tax staff at Leonard Williams, CPA. Wheeler acquired Mr. Williams’s practice when he retired and Susan has been pleased to continue her relationships with many of Mr. Williams’s former clients. Her areas of interest are focused on individual and fiduciary taxation.
Susan is a graduate of the University of Washington, and has been an enrolled agent since 2001. She began her career in tax preparation with Southward & Associates in San Carlos, CA. She continued working in individual tax preparation after relocating to the Seattle area, before returning to California in 2012.
Susan is a native of the Pacific Northwest and now resides in Oregon with her husband. She has three grown children and three grandchildren. Her interests outside of work include volunteering with an international high school student exchange program, which has provided her with a wide assortment of “borrowed” children from various reaches of the world. Outside of tax season, Susan enjoys exploring the West Coast and reading books unrelated to taxes.