DONAHUE & ASSOCIATES - Key Persons
Job Titles:
- SENIOR ACCOUNTANT ( Start Date
Andrew prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, sales tax returns and personal property tax forms. Assist client with any general accounting questions and tax questions.
Job Titles:
- ACCOUNTANT - ( Start Date
Ellie prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, and personal property tax forms. Assist client with any general accounting questions and tax questions.
Jessica prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, and personal property tax forms. Assist client with any general accounting questions and tax questions. Assist payroll with the processing of weekly or quarterly payrolls.
Job Titles:
- ADMINISTRATIVE ASSISTANT ( Start Date
Jill provides excellent, friendly customer service in person or on the phone. Assists with accounts receivable, daily deposits, provides clerical assistance of client billing and filing of same, assembly of tax returns, electronic filing, helps maintain company files and data entry of employee timesheets. Support to the staff of Donahue & Associates, LLC, CPA.
Job Titles:
- RETIRED ( Start Date: 2013 )
Kay prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, and personal property tax forms. Assist client with any general accounting questions and tax questions.
Job Titles:
- ACCOUNTING and TAX MANAGER ( Start Date
Kelly reviews personal and corporate tax returns. She also completes accounting from bank reconciliations through the issuance of financial statements, sales tax returns and sales tax audits, 1099 forms, payroll, tax planning and tax provisions. Correspondence with Federal and State taxing authorities, along with meeting with clients to discuss their needs and concerns. Supervisor of all staff accountants and overseeing the work they complete.
Job Titles:
- OFFICE MANAGER ( Start Date: 2016 )
Kim provides excellent, friendly customer service in person or on the phone, maintains office supply inventory, along with maintenance of office equipment, maintenance and record keeping of all stored documents - current and past, Accounts Receivable, Disbursements, processing of client billing and filing of same, employee insurance/liaison with insurance agent, maintenance of tax program, assembly of tax returns, electronic filing, tax logs. Supervise Administrative Assistants and part-time/temporary clerical help in addition to providing support to the staff of Donahue & Associates LLC, CPA
Job Titles:
- PAYROLL ASSISTANT ( Start Date: 2013 )
Provides friendly customer service for the payroll department, as well as the processing of all weekly or quarterly payrolls by direct deposit, check printing or after-the-fact. Filing of all Federal and State taxes, along with the filing of quarterly reports for Federal and State and year-end tax filings including forms 941, 940, WT-7, WT-6, UC101, W-2s and W-3s. Personal Property Tax forms. Assists the office staff with the assembly of tax returns, accounts receivable and collections. Support to the staff of Donahue & Associates LLC, CPA.
Job Titles:
- ACCOUNTANT - Seasonal ( Start Date
Matt prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, sales tax returns and personal property tax forms. Assist client with any general accounting questions and tax questions.
Provides friendly customer service for the payroll department, as well as the processing of all weekly or quarterly payrolls by direct deposit, check printing or after-the-fact. Filing of all Federal and State taxes, along with the filing of quarterly reports for Federal and State and year-end tax filings including forms 941, 940, WT-7, WT-6, UC101, W-2s and W-3s. Personal Property Tax forms. Assists the office staff with the assembly of tax returns, accounts receivable and collections. Support to the staff of Donahue & Associates LLC, CPA.
Job Titles:
- PRESIDENT
- CPA ( 1988 - Present )
Kim provides excellent, friendly customer service in person or on the phone, maintains office supply inventory, along with maintenance of office equipment, maintenance and record keeping of all stored documents - current and past, Accounts Receivable, Disbursements, processing of client billing and filing of same, employee insurance/liaison with insurance agent, maintenance of tax program, assembly of tax returns, electronic filing, tax logs. Supervise Administrative Assistants and part-time/temporary clerical help in addition to providing support to the staff of Donahue & Associates LLC, CPA
Nicole prepares all client accounting needs from bank reconciliations, general accounting to financial statements, along with preparing individual and corporate tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. Preparing and filing 1099 forms, sales tax returns and personal property tax forms. Assist client with any general accounting questions and tax questions.
Job Titles:
- PAYROLL SUPERVISOR / TAX ACCOUNTANT ( Start Date
Tammy provides friendly customer service for the payroll department, as well as the processing of all weekly, monthly or quarterly payrolls by direct deposit, check printing or after-the-fact. Filing of all Federal and State taxes, along with the filing of quarterly reports for Federal and State and year-end tax filings including forms 941, 940, WT-7, UC101, W-2s and W-3s. Preparing and filing 1099 forms, personal property tax forms. Assists in the set up of new businesses acquiring Articles of Organization, Articles of Corporation and obtaining EIN Numbers.
Job Titles:
- ACCOUNTANT - Seasonal ( Start Date
Todd prepares individual tax returns. Correspondence with Federal and State governments on client's behalf, including resolution of notices and filing of all necessary forms. He also assists clients with any general tax questions.