With over 20 years of experience in taxation, Donna has advised clients in multi-state tax planning and compliance for both publicly held and privately owned business in a variety of industries. Her experience includes the design and implementation of state tax solutions, legal entity structuring, conversion transactions, sales/use tax issues, tax planning, compliance and audit defense. She has managed the corporate tax function and state tax audits including the filing of refund claims and dispute resolution/re-determination hearings. Donna advises clients in mergers and acquisitions, due diligence and with FAS 109 and FIN 48 disclosures. Her industry focus is retail/wholesale, oil & gas, manufacturing, real estate and services.
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- Contributing Author – RIA/Thomson’s Guide to Texas Franchise Tax
- Appointed to Comptroller Business Tax Advisory Committee
- Co-author for a series of articles published in CPA Today and Dallas Business Journal regarding the Texas Margin tax
- Certified Public Accountant – Texas
- Testified on Texas Franchise tax legislation at House Ways and Means Hearings
- Frequent speaker on state tax issues, including UT School of Law Margin Tax Conference, Edward Jones National Teleconference, Joint National Conference for American Society of Women Accountants, Lorman and Strafford Publications, TSCPA Tax Institute and Texas State Tax Conference
- Appointed to TSCPA’s Margin Tax Task Force
- TSCPA Executive Board Member
- Awarded “Outstanding Committee Chair” TSCPA State Tax Committee
- Awarded AICPA’s Chairman’s Citation
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