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Tax Consulting

Tax Planning

As an Income Tax Consultant and Advisor, she is experienced in both privately-held and publicly-owned companies.  Donna has significant familiarity with closely held entities, partnerships and S-Corps in real estate, AG & wineries, manufacturing, energy, and retail industries. She will review purchase agreements for income tax consequences, review tax positions to determine tax efficiency and review small business and the owners tax situation to determine if there are alternative tax positions to be considered as well as to determine compliance in required reporting. 

Income Tax Consulting and Planning:

  • Pre-Acquisition/Divestiture Analysis for Tax Efficiencies

  • Real Estate transactions review for Income Tax Issues and Efficiencies

  • Analysis of Income Tax Returns for missed opportunities

  • Preparation of “what if” scenarios for potential transactions

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