Melissa prepares tax returns and provides tax planning for trusts and estates, high-net-worth individuals, and their related entities. She also works with small- to medium-sized businesses in a variety of industries, from hospitality to real estate, and a bit of everything in between, providing tax planning and compliance work.
Melissa’s clients appreciate working with her because she always makes time for their questions and translates technical tax rules into plain language, helping them understand not just what to do, but why it matters. She genuinely cares for her clients and focuses on accuracy, organization, thoughtful planning, ensuring that no details are overlooked.
Years of Experience
22
Education
University of South Florida, Bachelor’s
University of South Florida, Master’s
Professional & Civic Leadership
Financial Mentor, Tampa Bay Chamber
Professional Credentials
Certified Public Accountant (CPA)
