Dana prides herself on problem solving and helping small businesses organize and understand their financial data. She also strives to fully understand the businesses she serves and establish herself as a knowledgeable resource for all questions, tax- and accounting-related. Her expertise is backed by over 17 years of public accounting, including four years at national firms. Dana concentrates most of her time working with closely held businesses. She assists clients with all aspects of their business - from income tax returns, to payroll, property taxes, benefit plans and individual tax returns. She also manages our tax-exempt organization compliance practice.

Education

BS in Accounting from the University of Connecticut

Community Involvement

Member of the Connecticut Society of Certified Public Accountants (CTCPA)
Member of the American Institute of Certified Public Accountants (AICPA)