Expertise:
  • Entity taxation
  • Corporate tax strategies
  • Deduction optimization
Education:
  • Bachelors in Accounting, Bryant College in Smithfield RI
  • Masters in taxation, Bryant College in Smithfield RI

Susan Turcotte, a seasoned Certified Public Accountant (CPA), has more than 45 years of extensive accounting experience. Susan has come a long way in the accounting field and brings a combination of dedication, experience, and humor to her long career. Born and raised in Smithfield, Rhode Island, she laid the groundwork for her illustrious career at Bryant College, where she earned a Bachelor's degree in Accounting, followed by a Master's degree in Taxation.

Susan's career path is as diverse as it is impressive. She has navigated various sectors of the accounting world, including public accounting with several firms and private industry, where she excelled as a controller for several companies. Along with her entrepreneurial endeavors, Susan's passion for accounting never waned as she continued to practice tax work on a part-time basis.

In 2014, Susan began her association with TFX, initially on a part-time basis. Her role quickly evolved into a full-time commitment in 2015, a testament to her adaptability and unwavering dedication to her profession.

Susan's career is a testament to her resilience, adaptability and dedication to the field of accounting. Her extensive experience, coupled with her hands-on involvement in both the corporate and entrepreneurial aspects of accounting, positions her as a respected figure in her field. As she continues her work at TFX, Susan's legacy will be not only in the numbers she crunches but also in the countless individuals and companies she has guided through the complex world of finance.

Articles

Non-FATCA and non-CRS countries: complete list and what it means for US expats in 2026

FATCA is a US law that requires foreign financial institutions to report US account holders to the IRS. CRS is a separate, OECD-led multilateral standard for automatic exchange of financial account information between participating governments. A handful of jurisdictions have not adopted one or both frameworks. As of 2026, well over 100...

FinCEN ID: what it is, who needs one, and how to get it in 2026

If you are a foreign national who owns or represents a foreign-formed company registered to do business in a US state, the FinCEN ID may be relevant to your beneficial ownership information reporting obligations. The regulatory picture shifted in 2025 and 2026. FinCEN permanently ended BOI reporting for US companies and US persons on Au...

FinCEN Form 114a: complete guide to the FBAR authorization form (2026)

FBAR Form 114a is the Record of Authorization to Electronically File FBARs – a companion document that authorizes a third party, such as a CPA, enrolled agent, or spouse, to submit FinCEN Form 114 on your behalf through the BSA E-Filing System. F...

Form 5471 Schedule R: distributions from foreign corporations explained

Form 5471 Schedule R reports distributions made by a foreign corporation and is required under the current IRS filing table for Category 4 and Category 5a filers. Its 4 columns identify what was distributed, when it was distributed, and the relevant functional-currency amounts, including E&P. Schedule R of Form 5471 is the I...