Ann has 20 years of tax experience in the public accounting sector. Ann applies her experience to provide tax planning opportunities and insights to operating entities, investment partnerships, trusts and high wealth individuals and families. Currently, Ann works closely with individuals and family offices to address their various tax compliance, consulting and estate planning needs. She also serves as an advisor to her clients on matters indirectly related to taxes. Ann is a member of Keiter’s Family, Executive & Entrepreneur Advisory Services team.
Prior to joining Keiter in November 2013, Ann worked for The Roseline Financial Group as a Tax Senior Manager. While at Roseline, Ann managed four staff members, four to six seasonal staff and two executive assistants. She was responsible for tax consulting and compliance services for partnerships, individuals, and trusts. She also oversaw and managed client relationships and identified and coordinated application of tax planning opportunities. In addition, Ann managed the IRS audit process for clients as well as correspondence with the IRS and various states on notices and requests received from the various taxing authorities.
Ann began her career at PwC as a tax associate and was ultimately promoted to tax director prior to her departure from PwC.