Dana joined Kinexus CPAs & Advisors in August of 2017 as our receptionist. Her duties include answering phones, managing clients and their information, receiving and delivering information to clients and assisting where needed in the office. She is dedicated to great customer care and enjoys being a part of a great team that provides smooth and efficient service.
Dana has worked in the customer service field for the past 24 years. She comes to us from the banking world where she took great care of her customer’s needs.
In her free time she is a mom of 5 and grandmother of 11. She spends most of her time away from work going to grandchildren’s activities and spending time with family and friends. Dana loves to travel and has been to almost all 50 states.
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It is my pleasure to recommend Kinexus (formerly Gubler & Associates) as a most worthy and trusted firm. They have been my choice of CPAs for over...
For the past 10 years, my family and I have benefited greatly by our choice of selecting Kinexus (formerly Gubler & Associates) as our tax...
My business has trusted and counted on Kinexus (formerly Gubler & Leavitt) for the last five years. When we first moved to town, Shawn Gubler was...
Sandvik Enterprises, Inc, along with all our associated companies, has put its trust and confidence in Kinexus CPAs & Advisors...
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: