Summary
Overview
Work History
Education
Skills
Languages (If applicable)
Affiliations
Timeline
Generic

Melanie Wilson

Missouri City

Summary

Results-driven and highly skilled Accounting and Tax Professional with over [25] years of experience in managing all aspects of accounting, tax planning, and financial consulting for individuals and businesses. Proven track record of building and leading a successful accounting practice, delivering expert financial services, and cultivating lasting client relationships. Strong leadership abilities, adept at strategic planning, business development, and overseeing day-to-day operations. Committed to providing accurate, timely, and personalized financial solutions to clients.

Overview

2025
2025
years of professional experience

Work History

Owner & Principal Accountant

Wilson & Wilson Tax Services Inc.
- Current
  • Successfully grew a full-service accounting and tax firm, serving over100 clients annually, including small businesses, corporations, and high-net-worth individuals
  • Manage all aspects of business operations, including client acquisition, marketing, service delivery, and financial oversight
  • Provide tax planning, preparation, and consulting services, ensuring compliance with IRS and state tax laws
  • Supervise and mentor a team of5 employees, providing ongoing training in tax law, accounting principles, and customer service
  • Develop comprehensive financial strategies and offer detailed budgeting, forecasting, and financial planning solutions to clients
  • Conduct regular reviews of clients' financial situations to recommend tax-saving strategies and identify opportunities for cost reduction
  • Maintain strong relationships with clients, ensuring satisfaction, trust, and retention
  • Oversee preparation of annual tax filings, quarterly filings, and tax projections, ensuring accuracy and timely submission
  • Ensure compliance with all relevant regulations and laws, minimizing the risk of audits or penalties for clients

Senior Tax Consultant

Wilson & Wilson Tax Services Inc.
09.2004 - 04.2010
  • Provided expert tax advice to clients in various industries, focusing on individual and business tax planning, preparation, and compliance
  • Assisted with complex tax filings, ensuring accuracy and full compliance with federal and state tax laws
  • Conducted in-depth audits and reviews of clients' financial records to identify discrepancies and provide solutions
  • Collaborated with the business development team to attract new clients and expand services offered
  • Delivered strategic financial advice regarding retirement planning, estate planning, and asset protection

Staff Accountant

Wilson & Wilson Tax Services Inc.
08.1999 - 09.2004
  • Performed general ledger accounting, accounts payable/receivable, and payroll processing for multiple clients
  • Assisted in preparing financial statements and tax returns for both corporate and individual clients
  • Analyzed financial statements for discrepancies and ensured compliance with accounting standards

Education

BBA - Accounting

Texas Southern University
Houston, Texas
05.1999

Skills

  • Business Development & Growth
  • Tax Planning & Preparation
  • Financial Consulting & Analysis
  • Budgeting & Forecasting
  • Client Relationship Management
  • Tax Compliance & Filing
  • Accounting Software (Intuit EasyAcct Professional, Intuit Proseries, etc)
  • Payroll & Financial Reporting
  • Audit Preparation
  • Team Leadership & Staff Development
  • Strategic Planning & Forecasting
  • Regulatory Compliance (IRS, State Tax Laws)
  • Risk Management

Languages (If applicable)

English (Fluent)

Affiliations

Member, [National Society of Tax Professionals (NSTP)]

Timeline

Senior Tax Consultant

Wilson & Wilson Tax Services Inc.
09.2004 - 04.2010

Staff Accountant

Wilson & Wilson Tax Services Inc.
08.1999 - 09.2004

Owner & Principal Accountant

Wilson & Wilson Tax Services Inc.
- Current

BBA - Accounting

Texas Southern University
Melanie Wilson