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| Client Testimonials |
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I can focus all my energies into my business because I feel secure with the professional, yet personalized service that I have with Mellott & Mellott. |
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Bob J. |
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I believe this firm to be unparalleled in service and integrity. I would and have recommended Mellott & Mellott to anyone needing the services provided. |
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Kenneth S. |
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We have been very well served for over 25 years. They are very professional. |
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Ranny & Denise G. |
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Attention to detail, willingness to work with my schedule, quality of work, reputation of your firm, confident that my taxes are done properly. |
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Edward B. |
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The firm has always been very efficient and very responsive in the many years that I have used them. I would highly recommend them. I know I can call them anytime and they will help me. |
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Christina J. |
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Yes, through both business and personal financial dealings with M&M I've found the company to be very easy to work with. |
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Ellen C. |
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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. |
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