DONNA WILLIS, CPA
Donna Willis is a Certified Public Accountant with over 30 years of experience and a Certified Fraud Examiner. She serves as Tax Principal at Rodefer Moss & Co., PLLC. Her clients include small and medium-sized businesses as well as high net-worth individuals and trusts.
Ms. Willis consults with clients regarding a wide variety of financial service areas including but not limited to accounting, tax compliance and tax planning.
Ms. Willis is a Magna Cum Laude graduate of Eastern Kentucky University where she received a Bachelor of Business Administration degree with a major in Accounting. Ms. Willis is an active member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, and the Tennessee Society of Certified Public Accountants.
AFFILIATIONS & INVOLVEMENT
• B.B.A., Accounting, Eastern Kentucky University
• American Institute of Certified Public Accountants; Member
• Tennessee Society of Certified Public Accountants; Member
• Association of Certified Fraud Examiners
• Business Valuations
• Construction Services
• Consulting Services
• Employee Benefit Plans
• Estates & Trusts
• Small Business Solutions
• Tax Compliance
• QuickBooks Assistance
• Not for Profit
• Small Business
• Financial Institutions
• Broker Dealers