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Diana Mitchell

CPA – State of Michigan, CSEP (Certified Specialist in Estate Planning ™)

Diana joined Clark Schaefer Hackett in October 2022. As a Senior Manager with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions. She provides tax compliance, planning, and advisory services for individuals, including sole proprietors and single member LLCs, and small to mid‐size S-corporations, corporations, LLCs, and partnerships. 

Diana earned her designation as a Certified Specialist in Estate Planning™ in 2009 and since then has also specialized in providing services for trusts and estates including fiduciary accounting, gift, trust and estate planning, tax compliance, and assisting in trust and estate asset settlement to beneficiaries.

Certifications & Licensure

CPA – State of Michigan CSEP (Certified Specialist in Estate Planning ™)

Professional Affiliations

American Institute of Certified Public Accountants Michigan Association of Certified Public Accountants Greater Lansing Estate Planning Council, Past President

Community Activities

Michigan State University Alumni Association Team RWB, Lansing Chapter

Education

BA, Accounting, Michigan State University

Industry & Service Specialization

Articles

From Diana

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Featured Articles

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2 Min Read

Multistate Tax Alert: Kentucky H.B. 360, Pass-Through Entity Tax Updates

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2 Min Read

US Supreme Court rules against IRS on FBAR

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President Biden’s Proposed Budget Includes Notable Tax Provisions

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Impacts of Adopting New CECL Rules

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Beneficial Ownership Regulatory Requirements

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IRS Issues Additional Warning Related to Employee Retention Credit Scams

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