Photo of Stephanie Melton
Stephanie Melton
Managing Director
CPA
stephanie.melton@mossadams.com
(505) 878-7292
My Profile

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Personal Tax

Biography

Stephanie has practiced public accounting since 1998. She has experience working in all areas of tax preparation and primarily focuses on individual, estate, and trust preparation and planning. Her expertise includes working with multi-generational families to assist with income, estate, gift, and trust tax planning and transfer of assets due to life events.

Professional Affiliations

  • Board Member, New Mexico Society of Certified Public Accountants, Albuquerque Chapter
  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico Society of Certified Public Accountants

Education

  • BBA, accounting, University of New Mexico

Insights from Stephanie Melton

Alert
New Incentives, Changes to Retirement Planning Included in SECURE 2.0 Act
A new spending bill affects personal, employer, and business-related retirement provisions. See what’s new, and what was omitted.
Alert

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.