Joined in 2009

Susie Keaton

CPA

Principal

“I am driven by finding creative ways for my clients to save on their taxes.”

Susie specializes in estate planning, trust and estate consultation and compliance and individual tax for high net-worth individuals. Susie works extensively with privately-held businesses in the manufacturing and professional service areas on tax planning and compliance.

When not busy with clients, you can find Susie listening to live music, riding her bike and snow skiing.

Professional Experience

  • Corporate
  • Estate and Gift Planning
  • Estates and Trusts
  • Individual
  • Partnerships
  • Succession Planning
  • Individuals
  • Law Firms
  • Service
  • Trust, Estate and Gift Tax
  • Ball State University, Accounting, BS
  • Estate Planning Council – Member
  • Central Indiana Community Foundation – Member, Professional Advisory Board
  • American Institute of CPAs – Member
  • Indiana CPA Society – Member

Are you ready for a customized approach?

Request a consultation