Susan Queary
MAcc, CPA
Principal
+1 (206) 667 0326
Susan is a principal in Baker Tilly’s private wealth practice whose work emphasizes estate planning and philanthropic giving strategies. She has more than 20 years of experience advising affluent families and their closely held businesses, private foundations and trusts. Susan is a strong communicator who always looks beyond the numbers to focus on what is most important for each client.
- Provides comprehensive tax and estate planning services, including trust planning, multistate estate planning, lifetime transfer planning, multigenerational planning, private foundation consulting, estate administration support and tax analysis
- Specializes in fostering communication and collaboration with each client and their team of advisers to creatively address specific planning needs
- Connects clients with specialists from advisory teams across the firm
- Helps philanthropically minded clients define and live their values in a tax efficient way
- Understands and guides clients through the unique dynamics and challenges of family-owned enterprises
- American Institute of Certified Public Accountants (AICPA)
- Estate Planning Council of Seattle
- Washington Society of Certified Public Accountants
- Washington Trails Association, past board of directors
- KUOW/Puget Sound Public Radio, past board of directors
- Family Law CASA of King County, past board of directors
- FIVE STAR Best CPA: Taxation, Charitable Giving, Estate Planning, Seattle, 2010, 2014–2017, 2019
Location
Seattle, WA
Education
Master of Accountancy
University of Oklahoma
Bachelor of Arts in geology
Carleton College (Northfield, Minnesota)