For owners of closely-held businesses and other clients requiring expert assistance with business and tax planning, Donna brings a wealth of experience. Donna has earned a reputation for providing skilled and practical guidance as a business consultant, tax advisor and auditor.
Donna specializes in meeting the business development and planning needs of closely-held businesses, their owners and not-for-profit organizations. Her areas of industry expertise include real estate development, construction, manufacturing, distribution, and not-for-profits.
Donna holds Bachelor of Science and Master of Taxation degrees from Arizona State University. She is a California CPA, a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants.
For privately held companies and their owners, Will brings specialized business advisory skills. He is particularly adept at identifying a client‘s problems and opportunities and recommending ways to respond. His diverse experience includes audit, accounting, tax and business advisory services.
Will specializes in servicing the accounting and auditing needs of small to mid-sized businesses, non-profit organizations, government agencies and individuals. His areas of industry expertise include audit and tax compliance for clients in real estate development, manufacturing, service, entertainment, and government agencies.
Will holds a Bachelor of Science degree from Sonoma State University and is a California licensed CPA. Will‘s professional affiliations include membership in both the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants. A native of Petaluma, Will is also a volunteer for numerous community organizations.
Beels Soper LLP is a unique firm… working with them, we've found a rare combination of big firm expertise and small firm accessibility.
— Elissa
Alfano,
Sonoma County Library