Sonia Malmstone

Bio

Sonia joined Procyon as a Tax Client Service Associate, where she plays an integral part in delivering a seamless client experience in Procyon’s in-house tax services. As a primary point of contact for tax clients, she coordinates the tax return preparation and delivery, manages client communications, and helps support the timely and efficient completion of projects.

Drawing on her experience at Dispenziere & Associates LLC and years in the banking, mortgage, and real estate industries, Sonia’s strong organizational skills and communication abilities help clients navigate the tax preparation process efficiently. She quickly grasps each client’s unique situation and tax circumstances, allowing her to address inquiries clearly and keep clients informed throughout the process. With a strong focus on client service and operational efficiency, Sonia brings dedication to everything she does.

Outside the office, Sonia enjoys cooking and entertaining, spending time on the lake, biking, and making memories with family and friends.