I enjoy listening to my clients and learning about their goals; whether it relates to their business or their family. Assisting clients by answering their questions and helping them execute their tax strategies or estate planning is really important to me.

About Melinda

Melinda Nelson specializes in tax planning and compliance involving closely held businesses and their owners. Her broad experience includes helping her clients with federal and state tax issues as well as varied business benefit tax issues. She also practices in the estate, gift + trust planning and taxation arena providing guidance for fiduciaries in estate and trust administration.

Outside of work, Melinda loves spending time with her family, reading and watching movies. She is a soccer fan and plays the piano. A fun fact about Melinda: she is 100% Dutch.

Education

Iowa State University, Bachelor of Science in Accounting and Finance

Firm Roles

Tax Committee

Tax Training Committee

Affiliations

American Institute of Certified Public Accountants

Arizona Society of Certified Public Accountants

Central Arizona Estate Planning Council

East Valley Estate Planning Council

Phoenix Current Tax Discussion Group

Did you know?

What talent do you wish you possessed?

To sing and dance on Broadway.

What is something that you can’t live without?

A book to read!

What is something few people know about you?

I’m afraid of the dark.

Name your favorite sport?

EPL soccer and Iowa State basketball.

Blog Posts by Melinda

Business taxes: year-end tax planning checklist
Tax Insights
December 2018
Tax planning: 2018 year-end checklist
Tax Insights
December 2018
Free credit freeze, free yourself of fraud
Tax Insights
October 2018
A state estate tax – the other death tax you need to know about
Tax Insights
July 2018
AZ S Corp shareholders can beat (MAYBE) SALT limit
Tax Insights
May 2018
IRS extends deadline to provide forms 1095 to employees
Tax Insights
January 2018
Gift tax exclusion, estate and gift exemption rise in 2018
Tax Insights
November 2017
How to protect your clients from BEC scams
Tax Insights
November 2017
What’s a BEC? IRS warns businesses about W-2 scams
Tax Insights
November 2017
New due dates for annual Arizona payroll forms
Tax Insights
October 2017
Arizona releases Pub 623 Nexus Guide
Tax Insights
October 2017
Is life changing? Tax planning for your new future
Tax Insights
June 2017
Mesa offers tax amnesty to businesses
Tax Insights
June 2017
Did you make a taxable gift recently?
Tax Insights
May 2017
A change in who’s the boss? Form 8822-B
Tax Insights
April 2017
Get your Social Security Form SSA-1099 online
Tax Insights
April 2017
Energy credits save you tax with home improvements
Tax Insights
March 2017
CP40 Notice: IRS sending overdue tax accounts to collections
Tax Insights
March 2017
W-2 verification: help the IRS fight fraud
Tax Insights
March 2017
Trustees managing taxes? Use the 65 day rule
Tax Insights
February 2017
E-filing your tax return? Prove your identity first
Tax Insights
February 2017
Filing deadline extended for 2016 Forms 1095 B & C
Tax Insights
January 2017
Small business health insurance reimbursement is back!
Tax Insights
December 2016
California payroll reporting is going all electronic
Tax Insights
December 2016
How Can I Get a Copy of My W-2?
Tax Insights
October 2016
Estate, Gift Tax Exemption Expected to Rise in 2017
Tax Insights
October 2016
MySocialSecurity Website Ups Its Security Protocol
Tax Insights
August 2016
IP PIN Tool Returns to IRS Website
Tax Insights
August 2016
When & How to Sign Up for Medicare Parts A & B
Tax Insights
July 2016
AZ Introduces New TPT Reporting Forms TPT-2 and TPT-EZ
Tax Insights
June 2016
Lose Your Medicare Card? Want a Social Security Estimate?
Tax Insights
May 2016
Need to Make a Tax Payment? Go to Your Local 7-Eleven
Tax Insights
April 2016
Your IRS Tax Season Questions Answered Part II
Tax Insights
March 2016
Your IRS Tax Season Questions Answered Part I
Tax Insights
March 2016
Deadline Approaching for Employer ACA Form 1095 Reporting
Tax Insights
March 2016
What Every Trustee Should Know: the 65 Day Rule
Tax Insights
February 2016
Reporting Health Insurance Coverage on IRS Tax Forms
Tax Insights
February 2016
Why Did I Get this Form 1095? New ACA Info Statements
Tax Insights
January 2016
IRS Gives Extra Time to File ACA 2015 Forms 1094 & 1095
Tax Insights
January 2016
Arizona TPT License Renewal for 2016
Tax Insights
December 2015
Nevada Issues FAQs about New Commerce Tax on Business
Tax Insights
December 2015
Exemption for Estate and Gift Tax Rises to $5,450,000 in 2016
Tax Insights
November 2015
Are You Ready to File 1095-B & 1095-C?
Tax Insights
November 2015
Stopping the Bleeding…California MyFTB being Upgraded
Tax Insights
November 2015
No More 83(b) Attachments to Tax Returns
Tax Insights
September 2015
California Begins Employee Business Expense Audits
Tax Insights
September 2015
AZ Amnesty for Penalties and Interest Expires November 2
Tax Insights
September 2015
Payroll Records…What Do I Need to Save?
Tax Insights
September 2015
AZ Releases New Form 290 Request for Penalty Abatement
Tax Insights
August 2015
IRS: No More Estate Tax Closing Letters…Unless You Ask
Tax Insights
July 2015
Supreme Court Says No to Double Taxation!
Tax Insights
June 2015
No Longer Tax Free – Nevada Enacts Commerce Tax
Tax Insights
June 2015
IRS Online “Get Transcript” Service Gets Hacked
Tax Insights
May 2015
ADOR Provides Additional Guidance on Prime Contracting Classification
Tax Insights
May 2015
AZ Expands School Tuition Organization Credit to S Corps
Tax Insights
May 2015
Minnesota CPAs’ List of Outrageous Tax Deductions
Tax Insights
March 2015
Need Help with Finding Tax Information?
Tax Insights
March 2015
Do you own an Arizona Rental House? Get Ready to be Licensed
Tax Insights
February 2015
Write Off Your Building Improvements under the Safe Harbor for Small Taxpayers
Tax Insights
February 2015
What is a Real Estate Unit of Property?
Tax Insights
February 2015
How to Deduct Recurring Maintenance? The Routine Maintenance Safe Harbor
Tax Insights
February 2015
Materials and Supplies – IRS Guidance on How to Deduct
Tax Insights
February 2015
Expense Your Property under the De Minimis Safe Harbor
Tax Insights
February 2015
California’s New College Access Tax Credit
Tax Insights
January 2015
UPDATE: 2015 Change to Exemption for Arizona Retail Sales to Out-of-State Buyers
Tax Insights
January 2015
Going to School? Get a Break with the American Opportunity Tax Credit
Tax Insights
October 2014
Supreme Court Decides Severance Pay is Subject to FICA Tax
Tax Insights
April 2014
Arizona Legislature Assists Repair, Installation and Maintenance Businesses with TPT Relief
Tax Insights
June 2013
Inherited IRA’s…No 60 Day Rollover Window!
Tax Insights
October 2012

Articles by Melinda

2018 Arizona tax credits: still going strong
October 2018
Estate planning: not just for the super rich
January 2018
2017 Arizona tax credits: claim now to save
November 2017
Planning for the end (of 2017): Tax reform waiting game
June 2017
Owning a second home: What's the tax impact?
May 2017
Bigger refund, smaller tax: claim these Arizona credits before year-end
November 2016
The Taxpayer's Guide to the IRS: How to Handle Your Top Tax Annoyances
March 2016
Max Your Tax Savings: Claim these Arizona Credits Before It's Too Late
November 2015
Arizona Tax Recovery Program: Minimize Your Penalties and Interest
October 2015
Income, Gift or Deduction? Hot Topic: Crowdfunding & Your Taxes
July 2015
New Year, New Retirement Plan Rules: The Impact on Your Contributions
January 2015
Trim Your Tax Bill: Don't Miss Out on 2014 Arizona Tax Credits
December 2014
Smart Education Savings: Getting Schooled in Credits & Deductions
August 2014
Roundup of Five Popular Tax Credits: Tax Savings Available on 2013 Tax Returns
April 2014
State Estate Tax, the Other "Death Tax"
September 2011
Don't Come Up Short - Federal Withholdings and the "Making Work Pay" Tax Credit
July 2009
Arizona Payroll Tax Withholding Changes
May 2009