Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Witz_Susan
Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel: 847.281.3170
Email: switz@wipfli.com

Services

Tax

Areas of Focus

  • Tax strategies
  • Multi-jurisdiction taxation matters
  • Business consulting
  • Budgets and forecasting
  • Strategic planning

Education

Barat College - Lake Forest, Illinois
  • Bachelor of arts degree in accounting
Northern Illinois University
  • Master of science degree in taxation

Susan Witz, CPA, MST

Partner

Sue Witz is a partner with more than 30 years of accounting experience in the public and private sectors. A specialist in taxation and business consulting, she assists small to midsized companies with complex and multi-jurisdiction taxation matters. While she enjoys resolving complex tax problems for small to midsized companies, Sue also oversees and prepares larger corporate tax returns. In addition, she has served as interim controller for manufacturing companies.

Certifications
  • Certified Public Accountant
Awards
  • Named to the list of top wealth managers (taxation) in the Chicago area by Chicago Magazine every year since 2010
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • GLMV (Green Oaks, Libertyville, Mundelein, Vernon Hills) Chamber of Commerce - Past treasurer