Services: Tax Preparation & Tax Planning, Tax Coaching and Planning Services, Individual Tax Preparation, Business Tax Preparation, Accounting and Bookkeeping Services, Payroll Processing, Business Growth Consulting, Specialized Industry Knowledge for Paint Your Own Pottery & Ceramic Arts Studios, Specialized Industry Knowledge for Cupcake and Dessert Shops, Specialized Knowledge for Top Performing Real Estate Agents, Specialized Knowledge for Campground Owners.
As a young child, Donna was obsessed with cash registers, calculators, and computers (when they came into existence). It was easy to tell that numbers were in her future career path.
Donna started her accounting career working with a small business through college to help them streamline and add technology to their processes in a time that technology was still a risk. Following graduation from college, she worked for Schroedel, Scullin & Bestic CPAs, a regional accounting firm in Ohio. After falling in love with the Charlotte area, she moved in 1996 and worked for Sunrise Software, Inc., a construction accounting software firm.
Donna has worked in both public and private accounting ventures and began the business with an emphasis on individual and business tax. Most traditional accounting firms base their emphasis on completing tax returns and the “necessary evils”. Donna enjoys helping business owners by providing proactive advice and guidance all throughout the year and consulting with owners for goal setting, tax projections, and tax planning.
Her love of technology and organization has led the firm’s ability to leverage technology to the fullest extent and allow for strong customer interaction and relationships. The firm operates completely in the cloud allowing access to information anywhere, anytime for the staff and its clients. By providing up to date, accurate financial statements to owners of businesses, she is able to help business owners achieve their goals and minimize taxes. She also uses technology to simplify business owners’ lives so they can spend more time doing the things they enjoy. Simplified bill payment services, easy processing of payroll, and implementation of tax strategies all make the business more valuable and the owners’ life more enjoyable.
Outside of the firm, Donna is an active participant and board member of the Lake Wylie Chamber of Commerce. She is an active networker with other local business owners in our community. Donna also served as Treasurer with her son’s school through the Families of the Palisades Episcopal School association.
Donna enjoys camping, boating, geocaching, and relaxing with a good book on Lake Wylie with her friends and family. Her 12-year old son, Zack takes up most of her free time.
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