Donna is a director based in the Kingsport office with 25 years of accounting and tax experience. Donna prepares tax returns for individuals and business entities and specializes in estate planning and taxation of estates and trusts. Donna also provides audit, accounting, and consulting services for financial institutions and not-for-profits in Tennessee and Virginia.
Industry Expertise
Credit Unions
Financial Institutions
Not-For-Profit
Taxation
Focus Areas
Business and Individual Tax Preparation
Estate Planning and Estate and Trust Taxation
Not-for Profits - audit and accounting services
Financial Institutions - audit and consulting services
Education, Certifications & Memberships
Masters of Accountancy - East Tennessee State University
B.S. Medical Technology - Georgia State University
Certified Public Accountant (CPA)
Certified Specialist in Estate Planning
American Institute of Certified Public Accountants (AICPA)
Tennessee Society of Certified Public Accountants (TSCPA)
Tri-Cities Estate Planning Council
Kiwanis Club of Kingsport, committee member
Awards & Accomplishments
Appalachian Chapter of Tennessee Society of Public Accountants, past president
Hobbies & Interests
Traveling all over the country and internationally. Being the owner of four timeshares, this keeps me busy and sends me to interesting places.
Weekend camping and boating on Boone Lake.
Reading mystery, science fiction, and spy novels.
Gardening - Blueber
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