Indianapolis, IN

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Professional Experience

Shawn has over 30 years of experience providing tax consulting services for individuals, not-for-profits and small closely held businesses within the Indianapolis region. She collaborates with clients as a partner, providing proactive tax planning and compliance—she is a trusted resource to her clients. Shawn works closely with her clients and their financial advisors on collaborative tax planning projects to ensure current tax liabilities are managed and long-term tax strategies protect and extend their retirement assets.

Industry Expertise

  • Nonprofit
  • Professional Services & Consulting

Professional Activities

  • American Institute of Certified Public Accountants
  • Indiana CPA Society
  • Dean Dorton DEI Committee

Certifications

  • Certified Public Accountant
  • Certified Global Management Accountant

Speaking Engagements

  • Indianapolis Financial Advisor’s Tax Planning Webinar, Guest Speaker, 2025

    Education

    • Bachelor of Science in Accounting, Indiana University–Purdue University at Indianapolis, Kelley School of Business, Indianapolis, IN

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    Professional Experience

    Zach has been with Dean Dorton the duration of his professional career, growing from a staff accountant to a Tax Associate Director while becoming an integral member of the firm’s tax practice.

    Industry Expertise

    Zach is passionate about the industries he serves, which include construction and real estate, financial institutions, manufacturing and distribution, and professional services. Zach has extensive experience collaborating with closely held businesses to address their multi-state income tax issues. He grows his industry knowledge through the relationships he builds with each of his clients.

    Certifications

    • Certified Public Accountant

    Community Involvement

    • Rebuilding Together Indianapolis, Finance Committee, present

    Education

    • Bachelor of Science, Accounting, Ball State University, Muncie, IN

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    Professional Experience

    Scott serves as a tax manager specializing in entity level tax services. Prior to joining dean Dorton, he spent six years honing his expertise within Deloitte’s federal and state tax practice.

    Scott takes pride in being a true consultant for his clients, going beyond tax preparation to provide meaningful savings and solutions. He is motivated by the challenge of becoming a trusted business advisor for each of his clients.

    Industry Expertise

    Scott’s career has focused primarily on the healthcare, construction, real estate and manufacturing industries, although he has experience in many other sectors.

    Professional Activities

    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants

    Certifications

    • Certified Public Accountant

    Education

    • Master of Science in Accounting, University of Kentucky, Lexington, KY
    • Bachelor of Science in Accounting, University of Kentucky, Lexington, KY

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    Professional Experience

    Lauren has a passion for understanding clients’ needs and providing consultation that addresses emerging issues. Acting as a true partner, Lauren provides guidance for her clients throughout the year.

    Lauren is motivated by the ever-present challenges within the nonprofit industry. She takes pride in establishing longstanding relationships built on exceptional client service. Lauren is motivated by the positive impact each organization has on the communities and people they serve.

    She makes professional growth a priority and regularly participates in industry-specific events to learn more about nonprofit issues, enabling her to proactively approach her client’s needs. Her enthusiasm for her work is evident through the client relationships she’s nurtured, and the quality of work she produces.

    Industry Expertise:

    Lauren specializes in providing financial statement services and consulting for nonprofit organizations.

    Professional Activities:

    • American Institute of Certified Public Accountants
    • Indiana CPA Society

    Certifications

    • Certified Public Accountant

    Community Involvement

    • Exodus Refugee Immigration, Board Member
    • Delta Sigma Pi
    • Beta Alpha Psi

    Education

    • Bachelor of Science in Accounting, University of Dayton, Dayton, OH
    • Masters of Business Administration, University of Dayton, Dayton, OH

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    Professional Experience

    Best described as a genuine “people person,” Dan partners with organizations and businesses to understand their goals and objectives and to create an efficient business structure amidst the ever-changing tax environment. He specializes in the taxation of flow-through entities such as S-Corporations, partnerships, and limited liability companies. Dan has a profound understanding of the individual tax impact on company and organizational shareholders, partners, and members. Although he is experienced in a broad range of industries, Dan is highly concentrated on the construction, real estate, and manufacturing spaces.

    Clients appreciate Dan’s sociable and energetic personality and his genuine care for their successes and accomplishments. His tax experience has been especially helpful to clients when reviewing entity structuring alternatives.

    Dan specializes in tax work across the construction, real estate, and manufacturing industries.

    Professional Activities:

    • American Institute of Certified Public Accountants
    • Indiana Society of Certified Public Accountants
    • Construction Financial Management Association

    Certifications

    • Certified Public Accountant
    • Certified Construction Industry Financial Professional

    Education

    • Master of Science in Taxation, University of Cincinnati, Cincinnati, OH
    • Bachelor of Arts in Business Administration, University of Cincinnati, Cincinnati, OH

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    Professional Experience

    As the leader of Dean Dorton’s Small Business Tax team in Indianapolis, Yvonne collaborates extensively with business owners and nonprofit directors to streamline accounting processes and procedures. She is an enthusiastic advisor who leverages today’s techno-logical innovations to help organizations and nonprofit boards improve the management of their books and their understanding of the financial operations.

    Yvonne has over 30 years of experience with QuickBooks, Sage, and numerous other accounting software systems. She is a software enthusiast who embraces technology to identify opportunities and create efficiencies in data accumulation, while improving the quality, quantity, and ease of access to information. This information access is invaluable to management and decision makers as it affords them the ability to make real-time decisions that directly affect their organizations and businesses.

    Yvonne specializes in individual tax and trusts and estates tax planning and preparation, as well as serving nonprofit and professional service organizations as a trusted advisor through a myriad of accounting and tax services.

    Professional Activities

    • American Institute of Certified Public Accountants
    • Indiana CPA Society
    • Indiana Society of Association Executives
    • Kentucky Society of Association Executives

    Certifications

    • Certified Public Accountant

    Community Involvement

    • Sertoma Club of East Indianapolis
    • Step Ahead of Hamilton County
    • Girl Scouts of Central Indiana

    Education

    • Bachelor of Science in Accountancy, Indiana University Indianapolis

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