As Meadows Urquhart’s newest partner, Desiree specializes in individual and trust taxation. She has nearly 15 years of experience working with high net worth and self-employed individuals and is very proficient in handling the tax implications of alternative investments.
One of Desiree’s unique specialties is partnering with outside investment & financial advisors to bring a thorough, tax-efficient and comprehensive retirement or life planning solution to clients. She has also become a valuable resource for clients going through a divorce and is also well known for her extensive knowledge and experience in tax analysis as an expert witness in divorce proceedings.
She values a proactive and personalized approach to client service and believes “This level of personalized service is rewarded by my clients’ continued confidence in our firm’s abilities. It is satisfying to know my clients and their investment and financial advisors respect and value the solutions and advice we provide.”
Desiree graduated summa cum laude with a degree in accounting from Virginia Commonwealth University. She volunteers her time with the VSCPA’s Tax Advisory Committee. Outside of work, she loves every minute she spends with her twin daughters and really enjoys traveling with the family.
Organizations & Associations
Virginia Society of Certified Public Accountants (VSCPA), Tax Advisory Committee
American Institute of Certified Public Accountants (AICPA)
What “In Your Shoes” means to me
“To me, ‘In Your Shoes’ means taking a vested interest in my clients and colleagues by providing a personalized approach that addresses their specific needs.”