Mellott CPA
Financial Planning



Client Testimonials
I was referred to Don, Jr.  His professional and courteous service has been outstanding and I really appreciate and value his style and approach.
Beverly G.
John is professional, friendly and especially diplomatic in dealing with our family finances.  He always takes the time to help us understand what is in our financial best interest.  He is truly outstanding in his field. 
Greg & Jennifer L.
Rick has my Company's and my personal financial matters in order.  He has given me advice on how to improve my cash flow, etc. during these tough times.  Rick is very professional.
Thomas H.
I have shared my experience with other small business owners and new/starting businesses.  Comparing notes, I am excited to have such professional excellence serving my business' accounting needs.
Bob J.
I have received exceptional service by this firm for over 40 years.  Mellott & Mellott is a firm of high standards, providing personal attention at all times.
Marianne S.
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
© 2010 Mellott & Mellott, P.L.L. All rights reserved. E-mail: mellott@mellottcpa.com