Sansiveri, Kimball & Co., LLP (Sansiveri) is pleased to announce that Susan B. Windle, CPA, MST, has been named a partner of the firm. Susan has over 30 years of public accounting experience, providing advisory, tax planning, and tax compliance services for corporate, partnership and individual tax clients. Susan counsels clients in ways to structure financial transactions and maximize the use of the ever-changing federal and state laws to minimize tax liabilities. She advises businesses and their owners in all areas of income tax and estate planning.
“Susan is well-deserving of this promotion. The firm and our clients have been very fortunate to have her talents and abilities available since 1984. We look forward to her continued leadership in her new role with Sansiveri.” said Michael A. DeCataldo, Managing Partner of Sansiveri. ” We are all excited to have her as a member of the partnership”.
In addition to the advisory and tax services Susan provides, she is team leader of Sansiveri’s health care specialty group, where she provides professional expertise in the rapidly changing healthcare environment. She provides insight into business operations, assisting clients with ways to maximize income, gain control over expenses, and reduce risk and liability. Susan also counsels clients on strategic business planning by providing tangible solutions for improving profitability; advises on medical group expansion and consolidation of practices; and provides assistance with succession planning.
Susan is a Certified Public Accountant (CPA). Her educational background includes a Master of Science in Taxation from Bryant University and a Bachelor of Science degree in Accounting from Providence College. She resides in East Greenwich, RI with her family.
Active in the professional community, Susan is a member of the finance committee of the Providence Ronald McDonald House. She is also a member of the Estate Planning Council of Rhode Island, the National CPA Healthcare Advisors Association; the American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants.
Since 1975, Sansiveri, Kimball & Co., LLP has been providing audit, accounting, forensic accounting, personal financial planning, business valuation and litigation support, tax planning and preparation, strategic planning and business counsel to businesses and their owners throughout Southeastern New England. Sansiveri has grown to be one of the largest independent accounting firms in the region and is a respected business partner to its diverse client base.