Dana Lee

CPA
Senior Manager
Marietta, OH
Resident of Marietta, OH
Rea Team Member Since 2018
  • I am responsible for tax research and compliance.

Topics or areas of expertise that Dana can talk about (even in her sleep):

  • The Tax Cuts and Jobs Act
  • Qualified Business Income Deduction
  • Tax return preparation
  • Staff training
  • Tax compliance

How we know she knows what she's doing:

  • She earned her bachelor's degree in accounting from Florida State University.
  • Dana also earned a master's degree in accounting from University of Scranton.
  • She has more than 10 years of experience in the accounting industry.

Furthering her professional development, Dana is involved with:

  • AICPA

When she's not in the office, you can find her:

  • Reading
  • Running
  • Trying out new restaurants

How she's helped clients meet their business needs:

  • 1) I helped a client through an Income Tax Appeal Process by researching tax cases in the region's circuit that helped my client’s case, and wrote the appeal letter to the Department of Revenue.
  • 2) Prepared amended return for client to help save them money when a prior firm missed an error.

Inside The Mind Of...

  • What does “A Brighter Way” mean to you? Learning new things.
  • Why do you choose to work at Rea? It's a great firm with tons of great people.
  • What’s your favorite aspect of your job? Constantly learning new things.
  • What line of The Rea Way describes you the best? Embracing change.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? A teacher.
  • What was your first job? Dairy Queen.
  • What is your most prized possession? My family.
I am a hardworking tax professional who loves new challenges.