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

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.