Dana Esposito, Enrolled Agent, Tax Specialist

Dana is an Enrolled Agent, allowing her to represent clients with IRS inquires and audits. She has more than 20 years of tax experience in all areas of tax, including individual, small business, trust, and estate taxation. Before joining Del‑Sette Capital Management, she spent 24 years working for an estate and elder‑law attorney, where she assisted clients in Medicaid and asset protection planning. She analyzed financial portfolios to support estate and long‑term care planning, and managed all aspects of estate and trust administration.  Always having an interest in tax, she earned her Enrolled Agent license in 2015, and started her own tax firm where she provided year-round, comprehensive tax services to clients ensuring not only that their tax returns were prepared accurately but that clients understand their financial future.

Dana holds a bachelor’s degree in accounting, graduating Summa Cum Laude from Post University in Waterbury, Connecticut. A lifelong Connecticut resident, she lives in Oakville, with her daughter, three dogs, and a cat.  In her spare time, she enjoys spending time with her family and friends. She looks forward to starting this next chapter of her career at Del-Sette Capital Management sharing her expertise and broadening her investment and retirement knowledge.