Overview
Principal Susan S. Roberts enhances CLA's corporate leadership through her extensive knowledge and experience providing customized solutions for manufacturing enterprises and 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---Susan's agile interaction and absolute attention to detail are invaluable.
She has a remarkable depth of understanding of each industry and 20 years in public accounting, providing a particular penchant for strategic consulting on corporate taxation, entity selection, and multi-state taxation issues. Serving CFOs in mid-size companies, Susan capitalizes on her talents ranging from asset valuation to working capital cost accounting. She works 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, she has an extensive knowledge with regards to high net worth individuals, filing in multiple states.
Technical experience
- Taxation
- Multi-State Tax
- Mergers & Acquisitions
- High Net Worth Individual Tax
- SALT
- Choice of Entity Consulting
- Corporate Tax
- Business Plan Development
- Tax Credits & Incentives
- Business Continuation, Succession Planning & Exit Strategies
- Liquidation Assistance
- Financial Forecasting & Projections
- Inventory Cost Analysis
- Strategic Business Planning
Education
- Masters in Taxation and Bachelors of Business Administration in Accounting from Baylor University, Waco, Texas
- Chartered Global Management Accountant
In the community
- Fort Worth Chapter of CPAs, Board of Directors
- Texas State Society of CPAs, Executive Board
- Leadership Fort Worth, Board of Directors
- TMAC Consilium, Member
- Tarrant County College Foundation, Board of Directors
- Fort Worth Chamber of Commerce, Women Influencing Business
- From the Heart Benevolent Fund, Board Member
- Women's Chamber of Commerce, Member
- Junior League of Arlington, Member
- Community Foundation of North Texas, Professional Advisor