Harless & Associates Appoints Donna Holm Director of Tax

Tuesday, April 29, 2014

Harless & Associates is pleased to announce the appointment of Donna Holm, CPA, MST to Director of Tax for the West Palm Beach offices serving all of South Florida. Holm joined Harless & Associates less than one year ago as an Associate. 

“Donna has been a vital asset to our team at Harless & Associates and has been particularly active in reaching the community through lectures and articles,” said Managing Partner Steve Harless. “Her work assisting women and seniors with complicated tax matters has provided us with an important area of expertise. We are thrilled that Donna has accepted the position of Director of Tax and look forward to many future years serving the South Florida community.”   

Holm graduated with honors from St. Thomas University with a dual BS in Accounting and Business Management and with honors from Florida International University with an MS in Taxation. She has more than 30 years experience in both the public and private sectors, putting that knowledge to use as an Adjunct Professor at Florida Atlantic University, providing instruction in the taxation of individuals, corporations, partnerships, estates and trusts. She began her career with the Internal Revenue Service, moving on to public accounting firms and also owned a CPA practice for more than 10 years. With expertise in healthcare, she has a served as Chief Financial Officer for physician practices, receiving an award for Best Practices from the Medical Group Management Association. Additionally, Holm is a Certified Senior Advisor. Active in various chambers and community organizations, she has been involved in Palm Beach County for nearly 20 years.