Susan Coats

CPA, CGMA

“HB provides a strong family-oriented work environment, providing for a balance between work and family life. HB also strives to be a real business partner with our clients—not just another service provider.”

Susan received an accounting degree from Bradley University in December 1986. Before joining Heinold Banwart, Ltd. as a tax manager in September 2001, she worked for 10 years at a national public accounting firm as a staff accountant and eventually as a tax manager, followed by a controller position at a regional distribution company. As part of our Firm’s tax management team, she is responsible for establishing tax policy, monitoring changes in tax laws, educating staff, and providing quality control review of tax returns.

Susan provides tax; accounting; and advisory services to small business clients in construction, retail/wholesale, agriculture, nonprofit, manufacturing, and other industries. She also provides specialized tax research, planning, and advice to HB clients, with particular expertise in corporate transactions, partnerships, employee benefits, multi-state taxation, and tax-exempt organizations.

She is a member of the AICPA, Illinois CPA Society, Central Illinois Estate Planning Council, and past president of the Central Chapter of the Illinois CPA Society.  She is also a 2014-2015 recipient of the Illinois CPA Society Distinguished Service Award and has served on the boards of the Central Illinois Estate Planning Council, Women in Management of Central Illinois, and the Business Taxation Committee of the Illinois CPA Society.

Susan lives in Chillicothe with her husband, John.  Susan enjoys reading, gardening, boating, swimming, and other activities with her family.

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