Dana began her professional career in public accounting in February of 2010; she was hired as a Tax Associate by a local accounting firm. Now a Tax Manager with PKC Kuebler, Dana works closely with clients, providing a variety of tax services for corporations, partnerships, and individuals. Dana manages tax compliance and consulting engagements for clients in a variety of industries, including: real estate, manufacturing, captive insurance, restaurants, and wineries.

Prior professional Experience

2013 – Present     PKC | Kuebler, APC – Tax Manager
2010 – 2012        Swenson Advisors, LLP – Tax Associates

Areas of Expertise

Partnership, corporate, and individual tax compliance and planning
Real estate taxation
Captive insurance taxation and NAIC statement preparation

Civic Involvement

American Institute of Certified Public Accountants – Member
California Society of CPA’s – Member

Professional Designations

Certified Public Accountant – California
Licensed Real Estate Agent — California

Education

University of San Diego | Bachelor of Accountancy, Accounting