
Yessica Maltes Diaz, CPA
Senior Manager – Tax & Accounting
Yessica is a graduate of the University of Miami, graduating with a Bachelor of Business Administration in Accounting and a minor in Finance, as well as a Master of Science in Taxation. Yessica is a licensed CPA in the State of Florida, a member of the American Institute of CPAs, and the Florida Institute of CPAs.
After graduating from UM, Yessica began her career with Deloitte Tax in their Miami office, working in the Private Wealth Tax Group. Yessica worked with both domestic and cross-border clients, specializing in compliance and required reporting for domestic clients with foreign investments and trusts. She later joined Daszkal Bolton (now CohnReznick) in their Private Client Services group, where she continued to service high-net-worth individuals and families as well as their closely held businesses.
At LerroSarbey, Yessica is a Senior Manager in the Tax group. She brings her expertise in trust and estate taxation to help clients achieve their tax planning goals. She has valuable experience with gift planning and charitable giving, as well as private foundations.