Our Staff

Our professional staff includes tax accountants, enrolled agents and other professionals capable of representation before tax authorities. We are here year round to be of service to our clients and we encourage you to contact us when you have questions or concerns. Tax and financial planning is an ongoing process. Good and open communication is vital. We want you to feel comfortable asking questions and discussing your concerns. Your affairs will be handled with strict confidentiality.

MICHAEL D. DONAHUE, CPA

PRESIDENT – Donahue & Associates LLC, CPA (1988-present)

Full Service Accounting, which includes audit, review, and compilation work.
Business, individual, trust and estate tax preparation and planning. Licensed Notary Public.

ACCOUNTANT – Donahue & Associates LLC, CPA (1983-1988)

Prepared individual tax returns.
Prepared corporate tax returns.

CORPORATE TAX ACCOUNTANT – Telephone & Data Systems, Inc., Madison, WI (1986-1988)

In charge of all tax reporting of US Cellular and American Paging subsidiaries.
Preparation of subsidiary corporate tax returns and provisions and consolidation of companies for consolidated tax return (200 subsidiary companies).

STAFF ACCOUNTANT, H.G. Siepert and Company, CPA’S, Beloit, WI (1984-1986)

Audit, review, and compilation work.
Preparation of business and Individual tax returns.

Earned Bachelor of Business Administration, University of Wisconsin – Whitewater (1981-1984)

JOHN C. DUNFEE, CPA – RETIRED (Start date: 2013)

KIM BURGARDT– 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 Assistant and part-time/temporary clerical help in addition to support to the staff of Donahue & Associates LLC, CPA

MATT DONAHUE – ACCOUNTANT – Seasonal (Start date: 2017)

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.

NANCY DRABOT, ACCOUNTANT (Start Date: 2014)

Nancy 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.

LISA GALL – 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.

KELLY HEYDEN – ACCOUNTING AND TAX MANAGER (Start date: 1994)

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.

JOHN KNEPEL, JR – SENIOR ACCOUNTANT (Start date: 2020)

John prepares all client accounting needs from bank reconciliations through issuance of financial statements, all personal, corporate, estate and fiduciary income tax returns, tax planning, along with the review of business and personal income tax returns, along with the issuance and distribution of 1099 forms. Preparation of sales tax returns and sale tax audits. Correspondence with Federal and State taxing authorities, and meeting with clients to review and discuss any questions or concerns pertaining to their account.

BETH NOTTOLI – SENIOR ACCOUNTANT – Seasonal (Start date: 2001)

Beth prepares all client accounting needs from bank reconciliations through issuance of financial statements, along with the preparation of individual, corporate, partnership, fiduciary, exempt and sales tax returns, including preparing and distributing 1099 forms. Review of business accounting and tax returns. Correspondence with the Federal and State governments to resolve customer issues; meeting with clients to discuss any question or concerns they may have. Tax planning, estimating and research of tax issues for clients. Train, mentor and assist new staff accountants.

TODD PAULUS – ACCOUNTANT – Seasonal

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.

ANDREW SCHUESSLER – CPA/SENIOR ACCOUNTANT (Start date: 2017)

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.

 ADMINISTRATIVE ASSISTANT (Start date:)

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.

TAMMY THOMAS – PAYROLL SUPERVISOR / TAX ACCOUNTANT (Start date: 1997)

PAYROLL PROCESSING
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.

TAX ACCOUNTING
Bank reconciliations and general accounting for the accountant staff as needed, and preparation and review of the personal and amended personal tax returns.

ZACH WAGNER – ACCOUNTANT (Start date: 2020)

Zach 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.

FRANK WONG – ACCOUNANT (Start date: 2020)

Frank 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.

JILL ZURAW – ADMINISTRATIVE ASSISTANT (Start date: 2019)

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.