Melton & Melton

What Melton & Melton does

Melton & Melton, L.L.P. is a privately held certified public accounting firm headquartered in Houston, Texas, founded in 1963. The firm operates across five core service lines — Tax Compliance and Planning, Audit and Financial Statements, Employee Benefit Plan Audits, Estate Planning and Compliance, and Client Accounting Services — delivered through a partner-led engagement model with significant personal partner involvement. Its core technology stack centers on QuickBooks Online (with most staff certified as QuickBooks ProAdvisors) as the preferred platform for its outsourced Client Accounting Services practice, alongside ACH/eCheck and Clover payment processing for client invoicing. The firm is PCAOB-registered (enabling 11-K audits of public companies) and a member of the AICPA Employee Benefit Plan Audit Quality Center.

The firm pursues a vertical specialization strategy, maintaining dedicated industry expertise across 12 sectors including Construction, Automobile Dealerships, Oil & Gas/Energy, Oilfield Services, Real Estate, Manufacturing & Distribution, Non-Profit, Hedge Funds/Broker-Dealers, Professional Services, Trucking/Transportation, Agriculture, and U.S. Exporters. It currently audits 130+ employee benefit plans. Revenue is generated entirely through professional services fees (tax compliance, audit, CAS, estate planning), with quote-based, engagement-specific pricing that is not publicly disclosed. Distribution is primarily direct, partner-led client engagement in the Houston metro area, supplemented by international reach via MSI Global Alliance membership (250+ member firms across 100+ countries). The firm markets through thought leadership content (active blog on tax/regulatory updates), an email newsletter, campus recruiting, and industry association participation (AICPA, TXCPA, HADA, AGC, ABC, CFMA).

Name

Melton & Melton

Legal name

Melton & Melton, L.L.P.

Website

https://melton-melton.com

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

101–250 employees

Short description

Melton & Melton is a privately held Houston-based CPA firm founded in 1963 offering tax compliance, audit, employee benefit plan audits, estate planning, and outsourced client accounting services across 12 industry verticals, serving middle-market businesses primarily in the Houston metro area.

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Compliance and Planning Services: Year-round tax planning guidance including federal and state income tax returns, corporate tax planning, IRS representation, and estate, trust and gift tax services for both businesses and individuals.
2. Audit and Financial Statements: Comprehensive audit services including audits, reviews, compilations, agreed upon procedures, and forecasts and projections for businesses, financial institutions, and governmental agencies.
3. Employee Benefit Plan Audits: EBP audits including full and limited-scope audits as required by ERISA, financial statement preparation, Form 5500 preparation, and representation during IRS and Department of Labor audits.
4. Estate Planning and Compliance: Estate and trust planning services including Form 706 preparation, business succession planning, and income tax planning for descendants.
5. Client Accounting Services: Outsourced accounting department services including bookkeeping, accounts payable/receivable management, controller services, and CFO-level advisory support.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Melton & Melton is a Houston-based CPA firm providing tax compliance and planning, audit and financial statement services, employee benefit plan audits, estate planning and compliance, and outsourced client accounting services. The firm delivers these services through partner-led engagements with deep specialization across 12 industry verticals including construction, oil and gas, automobile dealerships, real estate, manufacturing, non-profits, and hedge funds.

Product overview

Melton & Melton is a Houston-based certified public accounting (CPA) firm offering a comprehensive suite of accounting, tax, and advisory services organized around five core service lines: Tax Compliance and Planning, Audit and Financial Statements, Employee Benefit Plan Audits, Estate Planning and Compliance, and Client Accounting Services. The firm operates with deep industry specialization across 12 sectors including Construction, Automobile Dealerships, Oil & Gas/Energy, Oilfield Services, Real Estate, Manufacturing & Distribution, Non-Profit, Hedge Funds/Broker-Dealers, Professional Services, Trucking/Transportation, Agriculture, and U.S. Exporters. Their Client Accounting Services function operates as an outsourced accounting department with QuickBooks Online as the preferred platform. The firm is recognized as one of the largest privately-held accounting firms in Houston and maintains PCAOB registration for 11-K audits.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Compliance and Planning Year-round tax planning guidance including federal and state income tax returns, investment portfolio strategies, tax loss harvesting, estate tax planning, and IRS representation for businesses and individuals.
• Audit and Financial Statements Comprehensive audit, review, compilation, agreed-upon procedures, and forecasting/projection services for financial statement preparation and reporting for businesses, financial institutions, and governmental agencies.
• Employee Benefit Plan Audits Full and limited-scope ERISA-required audits, Form 5500 preparation, financial statement preparation, and IRS/DOL audit representation for defined contribution and defined benefit plans. Firm performs audits for over 130 employee benefit plans.
• Estate Planning and Compliance Form 706 preparation, estate and business succession planning, and income tax planning for descendants to minimize estate tax exposure and protect family assets.
• Client Accounting Services (CAS) Outsourced accounting department providing bookkeeping, accounts payable/receivable management, payroll, bank reconciliation, general ledger maintenance, month-end close, financial statement preparation, and CFO-level strategic advice using QuickBooks Online as the preferred platform.
• Construction Industry Accounting Services Industry-specialized auditing, estate and gift tax planning, family business transition, federal/state/local tax preparation, financing assistance, job costing, budgeting, and internal control reviews for general contractors, subcontractors, and home builders.
• Oil and Gas/Energy Accounting Services Federal and state income tax compliance and planning and M&A planning for upstream, midstream, and downstream oil and gas operations including exploration, production, service companies, energy providers, and marketers.
• Automobile Dealership Accounting Services Automotive bookkeeping, audit and assurance, tax preparation, LIFO inventory calculations, ownership structure consulting, cost segregation, and merger/acquisition assistance for franchised auto dealerships.
• Hedge Fund/Broker-Dealer Accounting Services Hedge fund and broker-dealer accounting with financial statement audits, surprise custody examinations (SEC Rule 206(4)-2), and due diligence services for investment advisors and hedge fund managers.
• Non-Profit Accounting Services Accounting and auditing, application for exempt status, business advisory, cash flow management, cost allocation, exempt organization tax returns, financial reporting, and federal/state grants accounting for non-profit organizations.
• U.S. Exporters/IC-DISC Services IC-DISC (Interest Charge - Domestic International Sales Corporation) structure setup and ongoing maintenance, export tax services, and Form 1120-IC-DISC filing for U.S. exporters to convert ordinary taxable income to qualified dividend income.

Segments12 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• MSI Global AlliancecoreStrategic or Co-development Partner · 1 January 1990Melton & Melton, LLP is a member of MSI Global Alliance, one of the world's leading international associations of independent legal and accounting firms. Formed in 1990, MSI has over 250 independent member firms in more than 100 countries throughout the Americas, Asia-Pacific, Europe, Middle East and Africa. Membership enables the firm to source reliable, local expertise wherever clients are involved in doing business internationally.
• Driving Force Automotive Consulting GroupcoreStrategic or Co-development PartnerA national select network of CPA and consulting firms that come together to provide the highest-quality financial accounting, tax, and business advisory related services to auto dealerships.
• Houston Automobile Dealers Association (HADA)minorStrategic or Co-development PartnerLocal backbone of Houston's automotive industry providing educational seminars and workshops, legislative representation, community service programs, and services designed to assist franchised new car and truck dealers.
• AICPA Employee Benefit Plan Audit Quality CentercoreStrategic or Co-development PartnerAs a member of the AICPA Employee Benefit Plan Audit Quality Center, Melton & Melton consistently meets certain requirements that help ensure the quality of their employee benefit plan audits.
• Public Company Accounting Oversight Board (PCAOB)coreStrategic or Co-development PartnerMelton & Melton is registered with the PCAOB, allowing the firm to perform 11-K audits for publicly traded companies and demonstrating adherence to higher audit standards.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Eide Bailly LLP: Top-25 U.S. accounting and advisory firm with deep industry specialization in construction, real estate, and oil and gas — three of Melton & Melton's marquee verticals. Comparable partner-led mid-market engagement model at greater scale.
• Baker Tilly US, LLP: Top-10 U.S. advisory, tax, and assurance firm with significant Texas presence and similar industry mix to Melton & Melton (construction, real estate, manufacturing, dealerships, energy). Competes for larger mid-market engagements in overlapping Texas geographies.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm serving mid-market and owner-led businesses across industries that overlap with Melton & Melton's verticals (construction, real estate, manufacturing, dealerships, nonprofit). A top-10 national player absorbing regional competitor clientele.
• BDO USA: Top-10 national accounting and advisory firm with a significant Houston office serving the same oil and gas, construction, and mid-market clients as Melton & Melton. Larger, broader portfolio — competes for larger engagements while Melton & Melton competes on partner-led mid-market relationships.
• Wipfli LLP: Top-25 U.S. accounting and advisory firm serving construction, manufacturing, dealerships, and real estate with comparable partner-led service model. Larger scale but similar industry vertical mix to Melton & Melton.

Direct peers

• Whitley Penn LLP: Texas-based full-service accounting and advisory firm with a strong Houston presence, comparable in size and practitioner capacity; named an Accounting Today Regional Leader across multiple years, overlapping Melton & Melton's positioning in the Southwest region.
• PKF Texas: Houston-based CPA firm providing accounting, tax, audit, and advisory services to owner-managed businesses. Closely comparable mid-tier regional CPA peer serving Houston business owners.
• Briggs & Veselka Co. Houston-headquartered CPA and business advisory firm of similar size, with comparable industry specializations (oil and gas, construction, dealerships, real estate) and similar partner-led engagement model. Direct head-to-head competitor for Houston middle-market clients.
• Harper & Pearson Company: Houston-based CPA firm offering audit, tax, and advisory services to closely overlapping industries (construction, oil and gas, manufacturing, dealerships). Comparable size and market position to Melton & Melton within the Houston accounting market.
• Lane Gorman Trubitt, LLC: Houston-based CPA firm of similar mid-tier size serving closely comparable industries including oil and gas, real estate, and nonprofit. Direct competitor for the same Houston business-owner clients and ranked alongside Melton & Melton on Houston Business Journal's top firms lists.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/meltonandmelton
• Facebookfacebook.com/melton-melton-llp-143730958993908

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Melton & Melton