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