About Partner
Donna is the Partner in Charge of Los Angeles and works out of the Woodland Hills accounting office. She helps oversee and drive the firm’s business strategy while managing the growth of its Los Angeles operations. Additionally, she is a key member of the Firm’s Executive Committee and leads its Finance Committee.
She has over 20 years of experience in public accounting and has worked with a variety of industries including restaurants, franchises, real estate, and business management. Donna graduated from California State University Northridge in 1989 and was licensed as an Enrolled Agent in 1996 and a Certified Public Accountant in 2000. The dual licenses allow her to provide her clients a broader scope of services in addition to detailed tax advice.
Industry Focus
- Franchises
- Hospitality
- Professional Services
- Real Estate
- Sports & Entertainment
Practice Focus
- Client Advisory Services
- Estate Planning
- High-Net-Worth Individuals & Families
- Retirement and Financial Planning
- Tax Planning & Compliance
- Wealth Management
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- National Association of Enrolled Agents
- CA Society of Enrolled Agents
Education
California State University Northridge
Bachelor of Science, Accounting
Awards
Named a 2023 Top 100 Accountant by the Los Angeles Business Journal
Named a 2022 Women of Influence: Accounting by the Los Angeles Business Journal