JOLIE L. O'DONNELL, CPA

Partner

 

Jolie L. O'Donnell, CPA graduated from the State University College at Fredonia in 1990 with a Bachelor of Science degree in accounting. She joined the CPA firm of B. John Zavrel, PC after graduation in 1995, specializing in the health care industry. In 2007, she became a partner in the firm, and the firm name has been changed to Zavrel & O'Donnell, PC.

Her professional career includes a strong background in health care and real estate industries. Ms. O'Donnell has been in charge of numerous audit assignments of nursing homes in Western New York and on Long Island, as well as involved in the process of annual cost report preparation and certification for health care facilities, adult homes, home health agencies and government sponsored low income housing and HUD sponsored projects. She has also had extensive tax research and tax planning experience.

Ms. O'Donnell is responsible for overall planning, supervision and completion of client audit and review engagements.

Examples of some of her engagements include:

  • Planning and supervision of audits and reviews of financial statements of privately owned companies in Western New York and Long Island.
  • Planning and supervision of audits of adult homes, home health agencies, pharmacies, and subsidized housing projects in Western New York.
  • Preparation and certification of annual cost reports for skilled nursing facilities, certified and licensed home health agencies, and for proprietary homes.
  • Preparation and certification of annual FmHA and HUD reports
  • Tax research, tax planning and development of tax saving opportunities for clients.
  • Audits of not-for-profit charitable organizations in New York and Pennsylvania.
  • Performance of numerous examinations related to loan monitoring and pre-loan financial examinations on numerous assignments in states from coast to coast. Assignments have included a wide range of businesses in various industries.

Ms. O'Donnell is a Member of the American Institute of Certified Public Accountants, and a Member of the Buffalo Chapter of the New York State Society of Certified Public Accountants.

 

 Zavrel & 0'Donnell, P.C.

Certified Public Accountants

10545 Main Street, Clarence, New York 14031 

Tel.: 716 - 759 - 6078 e-mail: jolieod@msm.com Fax 716 - 759 - 1983