Donna graduated from LeMoyne College and joined Schultheis & Panettieri, LLP in 1987. Donna was promoted to Partner in 2004.
In addition to her position as partner-in-charge on various clients, Donna performs technical reviews of engagements including financial statement audits, reviews, and compilations as well as expense allocation studies and governmental filings. Her ability to uniformly apply accounting and auditing principles and IRS and DOL regulations enables her to provide consistent guidance to staff and clients.
Donna enjoys working in the field coordinating engagements, offering guidance to staff and assisting clients with any questions or specialized assistance they may need. She also attends board meetings and provides guidance to clients in relation to recordkeeping, internal control and documentation requirements.
Donna is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and the International Foundation of Employee Benefit Plans. Donna teaches at our in-firm seminars covering current issues surrounding labor unions and employee benefit funds.
On A Personal Note
Donna enjoys photography, craft projects, baking and social events with family and friends.