Dana is a Managing Director at CBIZ MHM, LLC. She assists clients with complex tax planning, from transaction structuring to multistate filing to taxation for international operations and subsidiaries. Dana channels her passion for taxation into identifying opportunities for her clients to reduce their tax liabilities and meet their reporting requirements.
In addition to her tax work, Dana also performs attest services, including compilations and reviews of financial statements. She has been with the company for more than 30 years, and during her tenure, Dana has been responsible for tax clients and commercial entity audit clients for the Oxnard office. She primarily services clients in construction, manufacturing and real estate.
Dana received her Bachelor of Science degree in Business Administration from California State University, Bakersfield and a Master of Science in Taxation from Golden Gate University.