Melinda Bucknam, CPA, Co-managing partner
Melinda Bucknam, partner, brings over 30 years of experience as a CPA advising businesses and their owners on tax planning, tax strategy, accounting, and business operations. Her extensive work with restaurants, real estate firms, construction companies, veterinary practices and other specialty retail has given her a well-rounded business perspective. Melinda’s clients benefit from her broad view on the impact of accounting, tax and general business financing issues on overall business operations and strategy.
Over the past decade, Melinda has expanded her client work to include “virtual CFO” service. In this role, she advises clients on comprehensive financial strategy questions, oversees their accounting staff, and applies her expert eye to help recruit the finest accounting and finance professionals to her clients. Further, Melinda’s perspective on key operating metrics in a variety of industries is invaluable in establishing key performance indicators.
Melinda received her formal training from two of the largest international accounting firms, then Price Waterhouse and Coopers & Lybrand. Her deep experience comprises preparation and review of all types of tax returns and financial statements, auditing, tax planning and tax research. She became fluent in many different accounting software programs in which she trained clients and other accounting professionals.
Melinda graduated from the University of Florida, with a Bachelor of Science in Business Administration and a major in Finance. She completed coursework in the Master of Taxation program at Florida International University and obtained her CPA license in Florida. She is currently licensed in both Colorado and New York.
Melinda is an active member of her local community where she has served on several boards and was an ambassador for the Saratoga Springs Chamber of Commerce for several years.
Carissa Conley, CPA, Co-managing partner
Carissa Conley is a partner of Bucknam & Conley CPAs, and is dedicated to helping privately-owned businesses, business owners, and investors across the country handle complex tax issues. Her focus is on providing clients with relevant tax services by taking time to understand their business, staying current with multi-state and federal law changes, and using this combined knowledge to provide proactive planning and advisory services that reduces taxes, maximizes profit, and enables growth.
Carissa has been a CPA since 2006. Her experience working with businesses of all sizes and in various sectors—coupled with rigorous continuing education—provides her with a wealth of knowledge and positions her as a trusted advisor to her clients.
Carissa completed Upstream Academy’s Emerging Leaders Academy, a three-year CPA leadership program and is a member of the American Institute of Certified Public Accountants (AICPA).
She regularly shares helpful tips and unique insights on LinkedIn. Connect with her today.
Sone Massango, CPA, EA, MSA, Senior Tax Advisor
Sone, newest to our firm this year, is licensed as a CPA in both Virigina and Maryland. Previously he worked for a large International CPA firm in the tax department as a senior tax accountant. His exceptional attitude and comprehensive knowledge of business taxes helps us serve our clients throughout the country. His ambition and eagerness to grow both professionally and personally is an honor to have him as part of our firm.
Sone graduated from University of Michigan with a major in Financial Accounting and Track Reporting. He went on to receive his Masters of Science in Accounting.
His goal is to provide clients with exceptional quality work as efficiently as possible. Clients also enjoy working with Sone because of his commitment to helping them through any situation, easygoing demeanor, and friendly attitude.
Sone lives in Maryland, with his wife, son and daughter. He enjoys sports and is a long-time soccer fan.
Daulton McHale, Tax Specialist
Daulton joined our firm in 2020. He has been a public accounting professional since 2018. Daulton graduated with his bachelor’s degree from Siena College in 2017, with a major in Accounting, and minor in Information Systems. He then went on to earn his Master of Science in Accounting in 2018. He is now currently working towards his CPA license.
Daulton has experience with all types of tax returns and financial statements engagements. He has prepared business and individual tax returns as well as compilations, reviews, and audits in a wide variety of industries. His knowledge of computers and applications helps us keep up to date on the latest accounting and tax apps available.
Daulton is originally from East Greenbush, NY and has been inching his way toward living in Saratoga, as it is his favorite place to be.
Bethany Powell, Office Manager
Bethany Powell, Office Manager, provides exceptional support to clients and the firm. She started as an intern in January 2020 and has been in her current role as office manager since April 2020. As an intern she enjoyed gaining a broad range of knowledge in tax and looks forward to continuing to provide support to clients.
Bethany graduated with her bachelor’s degree from the University at Albany in May 2020 with a Major in Economics, and Minor in Business Administration. She was actively involved in the student-ran investment fund, where she gained knowledge in financial statements as a senior analyst and served on the executive board. Since graduating, Bethany has enjoyed working in public accounting so much, she decided to purse that profession. Currently, Bethany is enrolled in the Master of Science in Accounting program from the University at Albany.
Prior to this, Bethany worked at Northwestern Mutual in Latham with client services and financial planning. She has lived in the Capital District most of her life and enjoys working with clients locally and across the country.
At Bucknam & Conley CPAs PLLC, we've been serving the accounting needs of Saratoga Springs, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
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