While no one can relieve you of your fiduciary responsibilities as trustee, you can and should obtain professional assistance to help you fulfill your duties.
Fiduciary and estate tax returns, and trust accounting for beneficiaries are a few of the services we provide to enable you to be an effective trustee or executor.
We approach tax planning creatively, thinking in terms of overall tax strategies and tax dollar savings, not just tax reporting.
We combine our understanding of the ever-changing tax law with the unique situation of each client in order to ensure that they may take advantage of all benefits afforded them by law.
Tax preparation and compliance work lies at the heart of our business. We are trained to handle the most complex intricacies of the tax code.
Our clients rely on receiving a high-quality work product that affords the maximum advantages allowed.
Don't let today's tax complexity burden you and your family. Our goal is to take the worry and anxiety out of tax reporting and provide the peace of mind that comes with expert advice.
Melanie did some consulting for me this year and was fabulous, both as a sharp mind and someone who is very pleasant to work with. I heartily recommend her!
-Stephen Ross
I highly recommend Melanie Shaw for preparation of tax returns and "hand-holding" for tax anxiety. She's calm, collected, and organized even if you aren't. Melanie also has a broad background in other fields that help make her an excellent communicator and someone who can adapt well to different client types and needs.
-Leslie Allen
Melanie has done my family's taxes for several years now and has always given us excellent advice in planning major transitions such as buying our first home, planning for kids college and managing options issues (to avoid AMT) when switching jobs. I heartily recommend her to anyone who is dissatisfied with their current tax preparer and looking for a true professional.
-Steve Simms
I started using Melanie Shaw's services a few years ago when my taxes became a little too complicated for me to do on my own anymore. I wish I had used her sooner. Not only is she extremely detail-oriented, she's also very driven to provide personalized service based on individual circumstances. She's also perennially upbeat which makes her a joy to work with. I highly recommend Melanie to anyone looking for an excellent CPA for tax advice or preparation.
-Melissa Rice
Melanie J. Shaw CPA - Tax Specialist
An accountant since 2004, Melanie brings a breadth of experience from her previous career as an engineering manager to her work as a tax specialist.
Education
- Santa Clara University Accounting Certification Program
- University of California, Berkeley B.S.
- Massachusetts Institute of Technology (M.I.T.) M.S.
Previous Experience
- Walker and Co. CPA (Novato)
- Kenneth L Frank Associates CPAs (Novato)
- Smith and Co. , CPAs (San Rafael)
- Packard Foundation (Los Altos)
- Agilent Technologies (Palo Alto)
- Canadian Embassy (Tokyo)
- Shimizu Construction (Tokyo)
- Pan-Pacific Construction (Honolulu)
Testimonials
Melanie J. Shaw CPA - Tax Specialist
We strive to provide our Marin County and Greater Bay Area clients with a full range of tax preparation and planning services.
At Marin Tax CPA we stay on top of all the current tax laws, because we understand that proactive, year-round tax planning is the key to minimizing your tax liabilities.
We've had experience working with many small businesses in the greater Bay Area and beyond. We work to ensure that you are taking advantage all opportunities to decrease both your current and future tax liabilities. We pride ourselves on providing practical, innovative solutions for all your tax planning needs.
Trust Marin Tax CPA as your accountable, reliable choice.
We welcome your inquiries. Please contact us for more information regarding our services.
About Melanie
TAX PREPARATION
TAX PLANNING
TRUSTEE SERVICES
Our Services
Contact Us
MARIN TAX CPA
1680 Tiburon Blvd. Suite 10
Tiburon, Ca. 94920
175 Bolling Circle
Novato, Ca. 94949
Tel: 415-599-6411
Fax: 415-883-1300