High Net Worth Individuals
Trust & Estate Compliance
Trust, Estate, Wealth Planning
Maya graduated from the University of California, Berkeley with a Bachelor of Arts in Political Economy. She decided to make tax accounting her career after working with a seasonal tax service provider. After completing additional coursework in tax and accounting she was hired by KPMG in San Francisco to work in their trust tax practice. There she acquired knowledge regarding trusts and non-profits. Passing on the opportunity to move to Arizona with KPMG’s trust practice Maya joined a local San Francisco firm where she gained valuable experience in estates and gifts.
At Calegari & Morris, Maya’s focus is on tax planning for high net worth individuals in connection with their income, estate and trust compliance. Her aim is to assist clients in managing their tax objectives by working with them and their network of wealth strategists.