- Family Office Services
- Real Estate
- Investment Advisors
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- San Diego State University, BS, Accounting
- 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.