Melissa Gonzalez Partner

Melissa Gonzalez

Melissa has 23 years of public accounting experience. She is a member of the firm’s Private Client Service Department and runs the Trust & Estate Group for the Long Island office. Melissa oversees the fiduciary, estate and gift tax returns for the office and delivers personal tax and estate planning, as well as compliance services, to high net-worth individuals.

She currently sits as the Immediate Past President on the Board of the Estate Planning Council of Nassau County. Melissa was awarded the Accredited Estate Planner (AEP®) designation by the National Association of Estate Planners & Councils which recognizes estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. She is also a member of the Estate Planning Committee for the New York State Society of Certified Public Accountants (NYSSCPA).

As a member of the Moxxie Mentoring Foundation, which supports and fosters the career advancement and leadership development of young women, Melissa received the “Purple Pump Award” for outstanding mentoring.  

As a two-time Hodgkin’s Lymphoma survivor, Melissa is very active with the Leukemia and Lymphoma Society (LLS), which helps to cure leukemia, lymphoma, Hodgkin's disease and myeloma. She has helped raise over $500,000 over the past five years for the cause.

Melissa has a Bachelor of Science in Accounting from Bentley University.

Industry Expertise

Estate Planning

Income Tax Planning

Service Specialties

Trusts
Estates

Gifts Tax
High Net-Worth Individuals

Licenses & Certifications

Certified Public Accountant- New York, Massachusetts (CPA)

 

Memberships

Estate Planning Council of Nassau County, Vice President and Former Treasurer
Financial Women’s Association
Moxxie Mentoring Foundation

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants, Estate Planning Committee Member
New York State Society of Certified Public Accountants (NYSSCPA)