Melinda Nelson

Melinda Nelson



+1 (480) 839 4900

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Melinda is a partner 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


Tempe, AZ


Bachelor of Science in accounting and finance
Iowa State University