Donna has been with our firm for many years! She began working with us on a part-time basis when her children were young and later transitioned to full-time status. Donna provides both reception and administrative management services. Her friendly and helpful demeanor when greeting and assisting clients is complemented by her exceptional organizational skills.

In addition to keeping our office running smoothly and assisting the professional staff with scheduling and secretarial duties, Donna serves as a liaison to our clients, helping them with a variety of matters including web-based portal set-up and tax return processing.

“I enjoy my job because of our clients and staff” says Donna. She especially enjoys the busy pace of tax season. “We get to see our clients, most of whom we haven’t seen since the prior tax season. It’s nice to see their familiar and friendly faces and hear what they have been up to this past year.”