Susan Fisher, CPA, AEP®

Susan brings more than four decades of experience in tax compliance, planning, and accounting, with a particular focus on trusts and partnerships. She supports clients with complex tax needs through in-depth research and strategic planning. Known for being collaborative, inquisitive, and resourceful, she also mentors colleagues and leads internal training on advanced tax topics.

Susan joined the firm in 2019 following a career built on continuous learning and a genuine interest in connecting with clients personally and professionally. She previously served as Director of Operations for a Delaware trust company and as Tax Director and Principal at established CPA firms and remains a published author and frequent speaker on tax and trust related topics.

Susan holds a Bachelor of Liberal Arts degree with a concentration in Mathematics from Northwestern University and furthered her accounting studies at the University of Delaware. She is a Certified Public Accountant and an Accredited Estate Planner (AEP®), and belongs to the American Institute of Certified Public Accountants, the Delaware Society of Certified Public Accountants, and the National Association of Estate Planners & Councils.

Outside of work, Susan enjoys gardening, traveling to visit her grandchildren, and flower arranging, a hobby she has considered turning into a second career one day. Her creativity, warmth, and commitment to excellence carry over into everything that she does, both in and out of the office.