Susan Waterloo, CPA, has been with MichaelSilver for over 20 years. Prior to joining the Firm, Susan spent nine years as a tax manager and senior auditor at a “Big Four” firm, working primarily in the real estate syndication industry, on professional services partnerships, and on high net worth individuals.
With more than 25 years of complex experience, Susan focuses on a consultative approach to understanding her clients’ needs and providing appropriate compliance services, tax strategies, and planning. She serves as Co-Chair of the Firm’s Estate Practice Area and also serves on the Firm’s Automobile Dealership Committee. In addition, Susan leads the Firm’s Community Service and Charitable Events Committee.
Susan has been involved in a wide array of Firm initiatives including recruiting and hiring, mentoring tax department staff, leading in-house educational seminars, developing and guiding the charitable and community outreach team, and serving as the firm’s technical resource in flow-through entity taxation.
A lifelong resident of the Chicago area, Susan was an energizing volunteer in her sons’ schools, including as the leader of a Principal’s Council, as a key member of a district-wide leadership and strategic planning team for a large elementary and junior high northwest suburban school district, and as the driving force behind a significant community outreach initiative for multiple years.
Susan Waterloo, CPA
How she spends her time here
How she got here
Bachelor of Science in Accountancy, DePaul University
Master of Science in Taxation, DePaul University
How she approaches her work
“I strive to understand each client’s particular issues, needs, and concerns in order to suggest appropriate tax strategies. I make every effort to be available and accessible to my clients and their advisors. Responsiveness – timely responsiveness! – is key to developing a solid foundation with my clients and helping them evaluate opportunities, solve problems, and achieve success.”
HOW sHE SPENDS HER TIME ELSEWHERE
“When I’m not working, I enjoy spending time with my husband and two sons. I am an avid reader and enjoy touring modernist architecture. A fan of road trips, I tend to stop to read every historical marker and am beginning to work my way through visits to all of the Presidential Museums.”