Heart & Mind: Resident Expert

Donna SternDonna Stern, Certified Public Accountant

Today the government is constantly finding themselves in a budget deficit. To correct this, tax laws are constantly changing to create more revenues. Before making any major decisions like, selling your home, splitting of assets in divorce, type of entity to establish for your business, etc., you need to consult with a good tax professional.

As a Tax Professional, I take an active role in my client's financial issues. I encourage my clients to call me with any questions, prior to creating a financial disaster.

I am in constant communication with my client by alerting them of any new tax law changes that may affect them through a quarterly tax newsletter and open phone policy.

Over the past 20 years, I have developed a full service accounting and tax practice specializing in providing personal service and developing long term relationships with her clients.

I have an extensive knowledge in individual, estate and trust taxation as well as the needs of small business owners. I consult on such areas as financial planning, estate planning, mortgage options, tax ramifications of splitting assets in a divorce, and a variety of areas that may affect your tax situation.

I am a graduate of USC. I am associated with the Professional Fiduciary Association of California and a member of the California Society of CPA's.

You may contact Donna L. Stern, CPA at:
Telephone (949)250-4427