Dana M. McKenzie

Tax Paraprofessional

716-856-3300

dmckenzie@LumsdenCPA.com

Dana joined Lumsden McCormick as a paraprofessional in the tax department. She works closely with the tax team responsible for bookkeeping-related services to commercial businesses and assisting with the preparation of personal tax returns. 

EDUCATION

State University of New York at Buffalo, Bachelor of Science, Accounting and Finance

FUN FACTS

Dana spends her free time with her husband and two college-age children along with their dog, Willie, and their bird. She loves to travel and to tinker in the garden; she is creating an outside summer oasis in her backyard.


 

Service Expertise

Industry Expertise

Upcoming Events

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

September 25, 2025

This event is designed to help you understand and apply the sweeping changes introduced by the One Big Beautiful Bill (OBBB), and how these developments may influence your financial planning, tax strategy, and business operations.

Learn More
2025 Recruitment Open House

2025 Recruitment Open House

September 23, 2025

Register today to attend our 2025 Recruitment Open House!

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