Timely. Effective. Responsive.

It is my mission to help small businesses and individuals manage taxes, make sound financial decisions and be on top of their money game. With forward thinking initiatives and solid reporting systems, I provide clients with timely, effective and responsive care. As a Certified Public Accountant, Certified Financial Planner and a Certified Divorce Financial Planner, I offer over 30 years of expertise.

Contact me now at: susan@smdtaxanddivorce.com

 

I started my accounting career working on various assignments including audits, tax planning and preparation, payroll tax services, and compilation of financial statements. A graduate of The Ohio State University, Columbus, OH, I maintain the following licenses:

• Certified Public Accountant (CPA) since 1990
• Certified Financial Planner ® (CFP) since 1999
• Certified Divorce Financial Analyst (CDFA) since 2002

 

In addition to the licenses, I obtained training and certification in Collaborative Family Law and Mediation Training.

I am a member of the following professional organizations:

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• Institute of Certified Divorce Financial Analysts (IDFA)
• Ohio Chapter of ADFP, where she also serves as Co-Chair
• International Academy of Collaborative Professionals (IACP)
• Central Ohio Academy of Collaborative Divorce Professionals (COACDP), past President, past Treasurer, past Board member

​• Member of Financial Therapy Association (FTA)

4400 N. High Street, Suite 218. Columbus, OH 43214. Contact: Susan Moussi Phone: 614-429-4172

IRS Required Statement Circular 230 Disclosure: In compliance with Treasury Department Regulations, this document and any attachments were not intended or written to be used and cannot be used by the recipient for the purpose of (i) avoiding penalties that may be imposed on any taxpayer, or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein

 

© 2019 SMD Tax & Divorce Financial Planning Consultants, Inc.