We’re thrilled to announce the addition of Melissa Orlando as our new tax and accounting operations function lead at AMDG Business Advisory Services (BAS). Melissa, who hails from the St. Louis area, previously owned her own tax and accounting firm prior to joining us, and she will continue to work remotely from St. Louis. A QuickBooks Pro Advisor, Melissa brings more than 10 years of experience working with complex individual and business tax returns, as well as internal bookkeeping controls and processes. As our tax and accounting operations function lead, she will systematize our operations process as well as assist in integrating the firm’s services with those of AMDG Financial. Melissa will be working closely with Wayne Titus, CPA/PFS, AIFA(R), our CPA, Michele Ledford, our bookkeeper, Kim Scriver, our tax specialist, Mark Evenson, and our operations associate, Molly Wallace.
“I’m excited to work with AMDG BAS and AMDG Financial to integrate tax, financial and investment strategies for clients,” said Melissa. “The firm’s holistic approach is unique in my experience, and I’m looking forward to helping clients consider their tax situations as they plan for their financial and life goals.”
Melissa holds a bachelor's degree in accounting from the University of Phoenix. When she's not working, she enjoys spending time with her husband, Joe, and their four children.
We hope you’ll join us in welcoming Melissa to the firm!