Broker Check
Diane M. Wishart, CPA

Diane M. Wishart, CPA

Manager

Diane joined Sweeney Kovar in January of 2013 with over 30 years of public accounting experience in the areas of tax planning and preparation and financial accounting. A trusted partner for her clients, Diane brings a can do attitude to each and every project and strives to create lasting relationships with those she works with. In addition to public accounting experience, Diane is also an entrepreneur — having started her own dental staffing agency, managed her husband’s dental practice and worked for a startup technology company in Silicon Valley.

Areas of expertise:

Closely held companies
Corporations
Partnerships
Trusts
Individuals
Real Estate
Medical and Dental
Technology
In depth understanding of Quickbooks

EDUCATION AND DESIGNATIONS

Diane earned a Bachelors of Science in Business Administration with a concentration in accounting from Cal Poly San Luis Obispo (California’s Premier learn by doing University) and completed graduate studies in taxation at Golden Gate University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Diane is a member of the California Society of CPAs , Tri-Valley Estate Planning Council and is a member of the Danville Chamber of Commerce. In her spare time Diane volunteers with the East Bay Regional Parks serving on the trail safety patrol (past Chairman). She also volunteers for the Alameda County Sheriff’s Mounted Posse and is the President (past Vice President and Treasurer) of the Tri Valley Trailblazers.