Dana is a manager in the Firm’s tax practice and began her career with Sisterson in 2008. Her experience includes tax return review and planning for individuals, trusts, S corporations, and partnerships, with an emphasis on high income individual and trust clients and their multi-state returns, gift tax returns, and foreign bank account reporting forms. Dana also has experience with representing clients in state reviews and helping them in resolving various issues with the IRS and several state taxing authorities. She is a member of the firm's Individuals/Trusts practice group.
In addition to her client responsibilities, Dana is a member of the Tax CPE Committee and teaches several in-house CPE courses on various tax issues, topics, and new developments and law changes.
Dana lives with her husband, Brent (a former Sisterson employee), and their daughter in the South Hills. When not spending time at work or with her family, you can find her at a Pirates game, at the swimming pool, or curled up with a good book.