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.

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.

Bachelor of Science in accounting and finance
Iowa State University

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)

Individual Income Tax Planning & Compliance

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