Melissa A.

I am a Certified Public Accountant with more than 26 years of public accounting experience helping CPA firms, businesses, and nonprofit organizations solve complex accounting and tax challenges. As the owner of my own CPA firm and a former partner in a growing multi-partner practice, I bring both technical tax expertise and operational leadership to every engagement. I specialize in reviewing and preparing complex federal and multi-state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations. Beyond tax compliance, I help firms improve quality control, streamline workflows, resolve difficult technical issues, train staff, and develop practical processes that increase efficiency and consistency. Throughout my career, I have worked with privately held businesses, nonprofit organizations, startups, professional service firms, manufacturing companies, financial institutions, and publicly traded companies. My experience includes tax planning, financial reporting, GAAP and GAAS compliance, advisory services, accounting system implementations, and process improvement initiatives. I have extensive experience with CCH Axcess, UltraTax CS, TaxDome, SurePrep, QuickBooks (Online, Desktop, and Enterprise), Thomson Reuters products, Drake, and Microsoft Excel. I also enjoy helping firms improve their technology, documentation, and internal procedures to create scalable, efficient practices. Whether you need technical tax review, cleanup of complex accounting issues, multi-state tax expertise, financial reporting, or an experienced CPA to strengthen your team during busy season, I provide practical solutions with clear communication, attention to detail, and a commitment to high-quality work. Areas of Expertise Tax Return Preparation & Technical Review (1040, 1065, 1120S, 1120, 990, 1041, 706) Multi-State Taxation Tax Research & IRS Issue Resolution Tax Planning & Advisory Services GAAP & GAAS Compliance Financial Statement Preparation & Review Accounting System Implementations QuickBooks Consulting & Cleanup Workflow & Process Improvement Staff Training & Technical Mentoring Practice Management & Quality Control Advanced Microsoft Excel