Dana Esposito, EA

Tax Specialist

Dana is an Enrolled Agent with more than 20 years of tax experience across individual, small business, trust, and estate taxation. Before joining Happiness In Retirement®, she spent 24 years working for an estate and elder-law attorney, supporting Medicaid and asset protection planning and managing estate and trust administration.

She earned her EA license in 2015 and went on to found her own tax firm providing year-round comprehensive tax services. Dana holds a B.S. in Accounting, graduating Summa Cum Laude from Post University.