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Melanie Capozzola

, Manager

CONTACT

Melanie Capozzola
Manager
415.357.4271

SPECIALTIES

  • Family Office Services
  • Real Estate
  • Investment Advisors
  • Tax

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • San Diego State University, BS, Accounting

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Affiliations

Melanie Capozzola is a Manager in the Family Office Services Group within the firm’s Personal Wealth Advisory Practice. She has over 10 years of experience providing tax consulting and compliance services to family offices, trusts and estate, real estate companies and high net worth individuals.

Melanie works with a variety of clients to provide a wide range of services based on her client’s needs. In particular, she has worked with various families and investment partnerships to provide financial statements, attest services and tax preparation and planning for multi-state returns of partnerships, trusts, individuals and private foundations.

Contact Melanie

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