Mellott & Mellott

Accounting System Consulting, Design and Implementation

Consultants facilitate goal-setting sessions, conduct SWOT analyses, develop integration strategies, and review strategic plans to refine an organization’s direction for sustainable operations amid evolving market dynamics.

Audit

Offers independent, high-quality audit services that enhance financial transparency, ensure compliance, and build confidence in your organization’s financial reporting.

Business Management

Supports owners and executives with oversight, planning, and administrative structure to streamline operations, strengthen decision-making, and drive sustainable growth.

Business Tax Planning

Business tax planning helps companies structure their operations to minimize tax liabilities and maximize savings. It involves analyzing transactions, timing income and expenses, and considering available deductions and credits. Effective planning can improve cash flow, reduce risks, and support long-term growth.

Client Accounting Services and Book-keeping

Maintaining your monthly books of accounts and managing periodic accounting projects

Family Wealth & Legacy Planning

Integrating tax strategy with estate planning, gifting, and generational wealth transfer.

Individual Tax Planning

Individual tax planning helps clients manage their personal tax obligations strategically. It includes evaluating income, investments, and deductions to reduce tax liability. Planning ahead can prevent surprises at tax time and improve long-term financial health.

Payroll

Payroll services manage employee payment, wage calculations, and tax compliance, allowing businesses to streamline operations and maintain adherence to regulations efficiently.

Reviews & Compilations

Reviews and compilations are financial statement services that provide varying levels of assurance. Reviews involve limited procedures to ensure statements are plausible, while compilations involve assembling financial data without expressing assurance. Both help clients present credible financial information to stakeholders.

Strategic Business Planning

Strategic business planning helps organizations define goals and create actionable plans to achieve them. Accountants provide financial analysis, forecasting, and performance metrics to guide decisions. This ensures businesses can grow sustainably and respond effectively to market changes.

Succession Planning

Succession planning prepares a business for leadership or ownership transitions to ensure continuity and long-term success. Accountants assist by evaluating financial readiness, valuation, tax implications, and transition structures. A well-designed plan helps protect the company’s value and maintain stability through generational or management changes.

Tax Planning

Tax returns can sometimes seem like only compliance requirements. However, we don’t simply run your numbers and check boxes. We use this as an opportunity to spearhead discussion of other key organization topics, facilitate conversations regarding financial issues that are important to you, and grow a relationship that allows us to help you achieve your goals.