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  • Home
  • About Us
    • Our Team
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    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
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  • Home
  • About Us
    • Our Team
  • Services
    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
      • Accounts Payables Management
      • Advisory Services
  • Resources
    • Individual Intake Forms
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    • Make a Payment
    • Upload Documents
  • Careers
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  • Home
  • About Us
  • Our Team
  • Tax Planning & Compliance
    • Income Tax Return Preparation
    • International Tax Compliance
    • Tax Consulting
    • Estate Planning
    • Financial Planning
  • Audit & Assurance
    • Financial Statements
    • Employee Benefit Plan Audits
  • Risk Advisory
    • Internal Audit Outsourcing
    • Sarbanes–Oxley Assistance (SOX)
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Susan Davis, CPA
HomeTeamSusan Davis, CPA

Susan Davis, CPA

Managing Director – Tax Services

Susan Davis began her academic journey at Wells College in New York, where she earned her bachelor’s degree. After relocating to Florida in 1979, she obtained her CPA license and joined McMillan and Unruh, PA in Fort Lauderdale. By 1985, Susan had risen to the position of managing partner, where she focused on serving high-net-worth families, estates, trusts, small businesses, and individual clients.

Her tenure at McMillan and Unruh was marked by dedicated service and leadership, culminating in the firm’s rebranding to McMillan, Unruh & Davis, PA. In 2019, Susan transitioned to Lerro & Chandross, taking on the role of Managing Director for Tax & Accounting at LerroSarbey, where she continues to lead and innovate in her field.

Susan is also a member of the American Institute of CPAs (AICPA), staying connected with the latest trends and practices in the industry to enhance her professional expertise.

 

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Boca Raton

1499 West Palmetto Park Rd
Ste. 107
Boca Raton, FL 33486

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500 East Broward Blvd
Ste. 1650
Fort Lauderdale, FL 33394

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