Background
Sue has been with Rozovics Group, LLP since 2003 and a partner since 2013. She has over
30 years of public accounting experience in the areas of tax, estate planning and accounting.
Sue manages a diversified client base focusing on areas in manufacturing and distribution,
construction, professional consulting and other service industries.
Experience
- Expertise includes corporate, flow-through and individual tax planning
and compliance at the international, federal, and state/local levels - Tax planning strategies include exit strategies and IC-DISC corporations
- Provides management consulting to existing clients focusing on tax structure,
business development, succession planning and financial reporting - Advises clients on accounting and tax matters including streamlining accounting
systems, improving internal controls and maximizing tax savings
Professional and Community Services
- American Institute of Certified Public Accountants
- Illinois CPA Society
- Treasurer, BTB Foundation; an organization dedicated to helping those
in their fight against cancer
Education
- Bachelor of Science, Accounting, University of Illinois at Chicago
- Licensed Certified Public Accountant, Illinois
- ̈Registered Securities Representative, Avantax Financial Services
- Series 7 Exam
- Series 66 Exam