Tamara S. Sipos, CPA, PFS
Partner
Tami joined Mellon Johnson Reardon in 2006 and was admitted as a partner in 2011. Prior to joining MJR, Tami spent six years with a Big Four CPA firm where she earned her AICPA Personal Financial Specialist (PFS) credential. Tami specializes in the estate and trust area, including estate and trust planning, flowcharting trust documents, preparing trust accountings, preparing fiduciary income tax returns and preparing estate and gift tax returns. In addition, she prepares individual, partnership, non-profit and other family planning related income tax returns.
- Education
- Bachelor of Science in Business Administration, California State University, San Bernardino
- Professional Designation
- Certified Public Accountant in California
- AICPA Personal Financial Specialist
- Areas of Expertise
- Trust and estate planning
- Estate and trust taxation
- Trust accounting
- Non-profit organizations
- Professional and Civic Involvement
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of the AICPA Personal Financial Planning Section
- Member of the Estate Planning Council of Riverside County
- Past Treasurer and Director E3 Etiwanda Excellence in Education Foundation