Susan E. Beach, EA is the Director of Tax and Accounting Services and has been with Owen E. McCafferty, CPA, Inc. for over 33 years, specializing in taxation. As Director, Sue is responsible for client compliance in all areas of tax and accounting and performs the reference and review of all continuing clients’ workpapers and tax returns to isolate and resolve any major issues and assure timely filing with the various government agencies. She provides assistance in specific tax research through utilization of RIA Checkpoint and other tax research programs, working closely with the in-charge accounting staff and keeping informed of the constant changes and new developments in the taxation area.
Sue sat for the enrolled agents’ exam, administered by the Internal Revenue Service, covering taxation of individuals, corporations, partnerships, estates and trusts, procedures and ethics and received her enrolled agent’s license in July, 1987, which she must maintain through annual continuing education.
Sue is a member of the National Association of Enrolled Agents and their Ohio affiliate, the National Association of Tax Professionals, National Society of Accountants and an affiliate member of the Ohio Society of CPAs.