Overview
Melanie works with entrepreneurs who want to strategize and grow their businesses, as well as family businesses that want to plan for the future and develop actionable succession plans.
Experience
She specializes in income tax planning for closely held businesses, as well as general accounting and tax planning. Melanie often helps clients and strategic partners dip below the $12 million estate tax threshold. She also works with her team to generate ERC credits of up to $1 million for a number of clients as well as recommend cost segregation studies to help clients defer up to $1 million in annual income taxes.
Education & Affiliations
Melanie earned a Bachelor’s in Business Administration in Accounting from the University of Alabama and my Master’s in Taxation from the University of Texas at San Antonio. She is a Certified Public Accountant (CPA) in the state of Texas, a member of the American Institute of Certified Public Accountants (AICPA) and a member of the Texas Society of Certified Public Accountants (TSCPA). Melanie is also currently a member of the TSCPA Leadership council and a member of the AICPA council.
Insights
