Melissa Mann

EA

Senior Tax Planner & Tax Technology Coordinator

It’s Melissa’s organization and attention to detail that has made her a vital Verus team member for the firm’s tax professionals (not to mention a left-brained resource for her right-brained sister, who gladly trusts Melissa to do her taxes). After more than 11 years of tax-season employment with Verus, her work has expanded into a year-round role with our firm. Melissa prepares returns for dozens of clients, and handles private trusts and gift returns, too. Taxes require a lot of paperwork or digital files, so Melissa is often the person clients talk to in order to pull all that documentation together.

With 20+ years of experience in tax preparation, her financial and analytical skills enable her to work quickly and precisely on dozens of tax returns, private trusts, and gift returns. When Melissa transitioned to full-time with Verus, she added technology coordinator to her role where she excelled at the client interaction platforms and tax software to streamline preparation and improve client collaboration.

It was her husband’s job transfer that brought her to Richmond from Roanoke years ago, and her previous employer, an accounting firm, referred her to Verus. Melissa has a bachelor’s degree in business from The University of Georgia. As her kids grew in Chesterfield County public schools, Melissa stayed highly involved in the PTAs, working behind in a variety of roles.

Melissa’s certifications and memberships:

Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.

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