Donna Dilena

Senior Tax Analyst
415-895-5016 Ext 1
Donna@Valleyoaktaxadvantage.com

Donna has over 10 years experience as a tax analyst. She uses her expertise in working with clients to prepare tax returns, to get their largest refund possible, and to answer tax implication questions. She has been working with Valley Oak Tax Advantage since May of 2023, and has been a colleague of Vince Chisholm since 2014. Donna started her career in taxes with the oldest and largest tax-preparation company in the nation. Prior to specializing in taxes, Donna worked in the banking industry for over 25 years in Marin County. She strives to make things easy to understand with the best possible bottom line for everyone she has the pleasure of working with. Donna, and her husband Bill, share their home with a yellow-lab named “Guido.” On their vacations, they enjoy traveling and spending time with the grandchildren.

Professionals associated with Valley Oak Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Valley Oak Tax Advantage, and not affiliated with LPL Financial. [Tax/accounting/CPA] related services offered through Valley Oak Tax Advantage DBA Valley Oak Wealth Management. Valley Oak Tax Advantage is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or [Tax/accounting/CPA] related services.