Mellott CPA
Financial Planning



Client Testimonials
More than anything else, you almost create a sense of family. I expected competence but did not expect the friendship and warmth received.
William G.
Everything is handled in a timely manner. Even though I know you are very busy, I never feel rushed or neglected. Most important...you are the experts and I feel I can always trust your advice.
Amy W.
Rick has always taken great care in our family's accounting. This past year he was involved with our purchase of a business and he guided us through the transaction. I appreciate his personal interest and concern for our family.
Daniel W.
Don has far exceeded my expectations. He has done a wonderful job of helping me navigate through some very difficult times.
Jesse M.
Mellott & Mellott provides excellent and timely advice with customer service as its top priority. John is able to make complex tax issues understandable.
Vito P.
As your accountants, we will get to know you and your financial goals in order to best serve you. One of our goals is to help you manage your financial affairs with a goal of helping you keep and pass on more of your money.

We offer the following services in working directly with you and/or your financial planning professional.

Tax Management
  • Analysis of your specific situation, facts and circumstances
  • Recommendations that will reduce taxes due both currently and in the long term
Retirement Planning
  • Strategic financial planning tailored to your lifestyle and specific needs
  • Professional guidance regarding the preservation of family interest
  • Analysis of retirement planning assets, and how best to make/take yearly distributions
  • Tax minimization
Wealth Transfer
  • Wealth transfer issues expertly addressed to minimize estate taxes and maximize assets available to future generations
  • If needed, we have experience with Personal Residence Trusts, Charitable Remainder Trusts, etc.

Click here for a full list of our services.
Contact us today. We are happy to discuss your financial situation and to explore how we can help.


mellott
DFK International
Independent Member Firm of DFK International
Voice: 513-241-2940
Voice: 1-866-670-7101
Fax: 513-241-0712
Fax: 1-866-670-7102
312 Elm Street, Suite 1250
Cincinnati, Ohio 45202-2749
© 2012 Mellott & Mellott, P.L.L. All rights reserved. E-mail: mellott@mellottcpa.com