Melinda is a principal with Baker Tilly in the private wealth practice. She specializes in tax planning, consulting and compliance involving families and their closely-held businesses. Her broad experience includes helping her clients with income tax, estate, gift and trust planning as well as assisting with tax and estate issues related to their business.
- Provides tax planning and consulting services for high-net-worth individuals and their families
- Assists clients with trust and estate planning working with their attorneys and financial advisors
- Delivers comprehensive tax planning and compliance services for individuals, their trusts and closely-held businesses
- Helps trustees and executors with post death administration
- Provides estate and trust compliance services including preparation of estate, gift and fiduciary tax filings
- Helps families understand their estate plans and guides them through complex transactions and trust administration
- Understands tax and compliance issues related to closely-held S-corporations and partnerships
- Furnishes tax compliance services and planning for federal and multistate jurisdictions
- Works with investment advisors, attorneys and financial planners to coordinate planning strategies for clients
- American Institute of Certified Public Accountants (AICPA)
- Arizona Society of Certified Public Accountants (ASCPA)
- Central Arizona Estate Planning Council (CAEPC)
- East Valley Estate Planning Council (EVEPC)
- Phoenix Current Tax Discussion Group
Location
Tempe, AZ
Education
Bachelor of Science in accounting and finance
Iowa State University