Elizabeth McLeod

CPA

Manager, Tax

Services: Private Client Services

Industries: Professional Services, Real Estate

Project name

Elizabeth has spent her entire accounting career supporting clients at BPM. She first joined the Firm as an Intern in 2018 and today is a Manager within BPM’s Tax practice.

She specializes in individual income tax compliance and planning for high-net-worth individuals and their trusts.

She works with individuals who own car dealerships, chain restaurants farms, and rental properties, as well as corporate executives, entrepreneurs, hedge fund investors, investment advisors, lawyers and wealthy families.

Elizabeth McLeod holds an active CPA license in California.

Interesting tidbit

In her spare time, Elizabeth enjoys spending time with her family and baking.

Certifications

Certified Public Accountant

Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education
  • BA/Human Development – California State University, East Bay
  • MS/Accounting – California State University, East Bay

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