"Not everyone is excellent with a budget, so we try to make the tax process as painless as possible by creating plans to fit every client’s life – now and for the future."
Susan Brantlinger never wants clients to be surprised, but she also knows everyone will have to pay taxes at some point. There’s so much beyond a tax return that influences how she advises and guides individuals, which is why Sue exudes an outgoing, warm personality to understand clients from day one, helping to set up a manageable tax planning and compliance strategy.
Her end goal? To help individuals avoid any unexpected notices or payments as best she can. The Councilor, Buchanan & Mitchell (CBM) tax manager uses more than 30 years of public accounting experience to help clients with individual, S corporation, partnership, trusts and estate, private foundation, and gift taxation matters, especially in the real estate industry, those with small businesses and high-net-worth individuals.
Sue’s work doesn’t stop at tax planning and compliance. She’s also experienced in the US reporting of foreign assets, foreign trusts, certain interests in foreign partnerships and foreign corporations and Foreign Bank and Financial Accounts (FBAR) reporting. The penalties for noncompliance are staggering, so she recommends full compliance strategies in these complex matters.
Before joining CBM in November 2018, Sue served for 18 years at Chaconas & Wilson, P.C., a D.C.-metro region professional accounting services firm. Sue began her career at public accounting firms in Toledo, Ohio and Fort Lauderdale, Florida, before joining a national firm in Washington, DC as a tax supervisor.
Sue loves being outside, whether that involves boating with her husband and their friends on the Potomac River near Occoquan Bay, walking with friends or simply raking leaves (she actually enjoys that!). Her biggest passion, though, is design and architecture. Sue started college as an art major but switched because of the opportunities in accounting. Had she not, she’s convinced she would be a designer or architect today.