About Desroches Partners
<p>Built around a dedicated assurance practice launched in 2013, Desroches Partners works with plan sponsors that need an experienced audit team alongside year-round tax and consulting support. The firm was founded in 2012 and is headquartered in Houston in the greater Gulf Coast region.</p> <p>Managing Partner and Audit Director Harvin Lawhon founded the firm’s Assurance Practice and brings more than 18 years of public accounting experience. Desroches Partners also handles Tax Planning & Consulting and Estate & Succession Planning for clients with complex needs.</p> <p>The team develops tax and business strategies for high-net-worth individuals and privately held businesses, including organizations with operations outside the U.S. Industry experience includes real estate, healthcare, and manufacturing.</p> <p>What sets Desroches Partners apart is the combination of audit leadership and tax planning under one roof, which can simplify coordination for businesses and retirement plan sponsors working with multiple advisors.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and tax consulting</li> <li>Estate and succession planning</li> <li>Experience with privately held businesses and high-net-worth individuals</li> <li>Industry background in real estate, healthcare, and manufacturing</li> </ul>
Website: https://dpllp.cpa/
Founded: 2012
Office Locations
- Houston, TX (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $415.2M
- 401(k): 15 plans, $415.2M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).