Susie Cunha Carroll

Susie Cunha Carroll is a highly accomplished Managing Director at Tonneson. With a remarkable career spanning over 20 years, Susie has been a valuable asset to the firm since joining the tax department in 2005. Her expertise lies in providing Advisory Services, Tax Planning & Consulting, and Trusts and Estates services to closely held businesses, high net worth individuals, estates, and trusts.

Susie’s credentials include being a CPA and holding a BS in accounting from Rivier College, as well as an MS in taxation from Bentley University. As an active member of both the Massachusetts Society of CPAs (MassCPAs) and the American Institute of CPAs (AICPA), she stays connected to the latest industry trends and developments.

Beyond her core responsibilities, Susie plays an essential role in mentoring and training activities at the firm, demonstrating her commitment to fostering professional growth and development among her colleagues.

Susie’s motivation stems from the satisfaction she derives from assisting clients in navigating complex tax laws and making informed financial decisions that positively impact their lives and businesses. Her ability to communicate tax concepts clearly and guide clients toward optimal outcomes has garnered her a strong reputation among her peers and clients alike.

Clients who engage with Susie can expect a dedicated professional who is not only well-versed in tax matters but also genuinely invested in their success. Her ability to provide insightful advice and support empowers clients to make informed financial decisions with confidence.