Liesa Ratto

Client Success Team Manager

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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.