beyond the code
Dana has fifteen years of public accounting experience with a specialization in corporate tax services for cannabis, high technology (computer science, information, SaaS, and telecommunication), biotechnology (life science and medical device), and consumer business companies. She has extensive knowledge of the complex business needs of pre-revenue venture backed start-up companies to consolidated multinational publicly traded companies.
Over the years Dana has built a broad foundation by advising companies with entity structuring, tax provisions, ASC 740-10 analysis, state and local income and sales tax nexus, federal and state tax incentives, and inventory costing methodologies. She consults with individual clients on their long term financial and retirement goals and maximizing their equity-based compensation.
Dana holds a Master of Science degree in Taxation from Golden Gate University where she graduated with honors.
The San Francisco Business Times induced Dana into the “Forever Influential Honor Roll” in 2018 after Dana was an honoree in the 2017 “Most Influential Women in Business”.
Charles has over 10 years of experience serving a variety of industries such as cannabis, financial institutions, hospitals, logistics, manufacturing and privately held businesses. He has been a tax advisor to early-stage growth companies through companies that are publicly traded. Armed with a broad knowledge of corporate and partnership taxation, he has helped his clients achieve their organizational objectives through initial entity structuring and formation, restructuring and positioning for a public offering or merger.
Charles also has broad and practical knowledge of Internal Revenue Code (“IRC”) Section 280E and its application under IRC 471 and related regulations. He has also had the pleasure of working with some of the cannabis industries’ largest companies in a compliance and consultative role.
Charles is a licensed Certified Public Accountant in California. He received a Bachelor of Science in Accounting from the University of Southern California’s Leventhal School of Accounting where he graduated with honors.
Tracy focuses primarily on high net worth individuals working in media and entertainment, serving as a personal adviser on tax and accounting matters.
Tracy also has experience working with a variety of high net worth individuals including Real Estate Developers, Venture Capitalist, Technology Founders, Attorneys, Angel Investors, Serial Entrepreneurs, and CEOs for private and public companies. Tracy’s areas of focus are estate planning, family limited partnerships, LLCs for asset protection, closely-held businesses, gifting, and trust tax matters. Her greatest accomplishment is a well-informed client.
Being a mother has taught Tracy several invaluable skills: Conflict management, scarce resource allocation, such as sleep, time, air, etc., dedication to the building of a cathedral we will never see finished.
Prior to joining Dana R. Borys, An Accountancy Corporation, Tracy provided real estate transaction coordination and loan processing services for Rainbow Funding & Realty in Newark, California. Representing clients before mortgage lenders, this high paced, high pressure environment taught Tracy valuable client management skills, attention to detail, and optimal organizational skills.
Tracy studied at the University of California Santa Barbara where she obtained a Bachelors of Arts degree in Economics with an emphasis in Accounting.
Sara is a tax advisor with 15 years of public accounting experience, with a specialization in working with individuals and their closely held businesses.
Throughout her career, Sara has worked with many individuals on their federal and multi-state tax filings, IRC Section 1031 exchange calculations and other real estate transactions for rental properties, and identifying tax planning opportunities for self-employed individuals. Sara has also successfully led several IRS audits that resulted in a ‘no-change’ decision.
Sara is a licensed Certified Public Accountant in the State of California. She holds a Bachelor of Science degree in Commerce with an emphasis in accounting from Santa Clara University
“Dana has been an excellent advisor to our team as we expand the business geographically. Her hand’s on approach provides us with the tools needed to make informed decisions and develop best practices. Leveraging Dana’s tax knowledge has been extremely helpful as we grow our business.”
Johnny Valeriote, President