Shana enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Shana has 15 years of experience in public accounting, specializing in providing tax compliance and consulting services to high net worth individuals, including corporate executives and entrepreneurs.

Shana’s areas of expertise include income, gift, and trust and estate compliance and planning services.

Prior to joining Keiter, Shana began her career at The Roseline Group providing tax compliance and consulting services to businesses and individuals.

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Virginia Commonwealth University
    • Bachelor of Science in Accounting
  • Certified Public Accountant

Insights from Shana

2021 Mid-Year Individual Tax Planning Checklist

Valuation of Investments in a COVID World

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