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.

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Salvation Army of Central Virginia, Board Member
  • SPARC, Board Member
  • The Community Foundation Serving Richmond & Central Virginia, Professional Advisory Council
  • Estate Planning Council, Member
  • Visual Arts Center of Richmond, Board Member | July 2000-2006
  • University of North Carolina
    • Kenan-Flagler Business School
    • Master of Accounting
  • University of Richmond
    • Post-baccalaureate classes taken in accounting and marketing
  • Duke University
    • Bachelor of Arts in Economics

Insights from Ann

Unclaimed Property: Adding Money to Your Wallet During COVID-19

2020 Tax Planning Opportunities for Qualified Retirement Accounts

Funding a Living or Revocable Trust

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