As a small business owner herself, Donna understands the angst and decision processes owners of closely held businesses go through. Donna builds instant rapport, owner-to-owner, allowing her to help clients through their challenges.
Donna’s technical expertise lies in tax compliance and planning for partnerships, limited liability corporations (LLCs) and S Corporations. She conducts year-end analyses of clients’ tax situations to identify opportunities to reduce tax liabilities, taking into account business and personal tax planning goals. She also focuses on 1031 exchanges, flow-through entity transactions, and state and local tax planning. Many of her clients are in the real estate, manufacturing and service industries.
Donna, her husband and their two children love to travel. Twice a year, they make an effort to visit a warm, tropical destination. Donna highly recommends experiencing the sunsets in Jamaica. And while she has gone swimming with sharks and dolphins, she much prefers relaxing on the beach. Donna and her family live in Brunswick, Ohio.