With more than 25 years of experience, Donna Zincone has a diverse background with a particular expertise in the area of accounting services, tax return preparation and planning, including business (S Corp, C Corp and partnership), individual and trust work, assisting clients with federal and state tax audits, employee benefit plan audits, payroll and sales tax reporting, insurance analysis, and preparation and review of financial statements. Donna serves clients in the health care, hospitality, education, financial services, real estate, e-commerce, among others.
Donna manages both defined contribution and defined benefit plans. She consults with clients and is responsible for the supervision and review of staff and work product, including detailed testing. Donna understands the reporting and regulatory requirements unique to these types of audits and stays abreast of changes in the employee benefit plan landscape, including recent accounting standards updates and required implementation. Donna also provides accounting and fund administration services to clients managing hedge funds, private equity and endowment funds. She provides portfolio accounting, investor accounting, books and records, performance analysis and meets recordkeeping requirements of the investment funds.
Earlier in her career, Donna served as a Controller and an IT Manager. Her IT management capabilities encompass all computer software and hardware, user training, implementing and maintaining client portals, proficiency in industry-specific software. Certified for Novell Netware 3.11 through 5.1, she has worked extensively with Microsoft and Citrix platforms and operating systems.