Meletis & Munsch

What Meletis & Munsch does

Meletis & Munsch, LLP is a San Diego-based public accounting firm founded on January 1, 2018, by partners Karyn Meletis and Dave Munsch, who together bring more than 40 years of combined public accounting experience. The firm operates as a partner-owned Limited Liability Partnership from a single office at 12626 High Bluff Drive, Suite 400, in San Diego, California, with no external institutional capital, parent company, or acquisition activity disclosed in its operating history.

The firm delivers an integrated two-line practice. The Tax and Consulting Services line covers federal and state income tax return preparation, extensions, quarterly estimates, tax planning, IRS and state taxing authority representation, international tax compliance, research and development tax credits, non-profit compliance, and trust and estate planning and compliance. The Assurance and Financial Reporting Services line covers audited, reviewed, and compiled financial statements, internal control analysis, benefit plan audits, agreed-upon procedures, and accounting and bookkeeping. Core technology consists of third-party professional software tools used for tax preparation and accounting; no proprietary platforms, AI features, or APIs are disclosed.

Meletis & Munsch operates a direct-to-client professional services model with no intermediary channels, resellers, or marketplace distribution. Services are quoted on a per-engagement basis based on complexity and scope, and pricing is not publicly disclosed. The customer base is horizontally segmented across small-to-mid-sized businesses, high-net-worth individuals, non-profit organizations, and trusts and estates, with acquisition driven primarily through the firm's website (mandmllp.com) and direct email contact. Headcount is reported in the 11-50 range; the firm markets a personalized-service model with dedicated staff attention as its primary differentiator.

Name

Meletis & Munsch

Legal name

Meletis & Munsch, LLP

Website

https://mandmllp.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Meletis & Munsch, LLP is a partner-owned San Diego CPA firm founded in 2018 by Karyn Meletis and Dave Munsch, providing tax preparation, assurance, and business advisory services to small-to-mid-sized businesses, individuals, non-profits, and trusts.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation and Compliance Services: Tax return preparation for individuals and all entity types including corporations, partnerships, trusts, and estates. Includes federal and state income tax returns, extensions, quarterly estimates, and tax research.
2. Assurance and Financial Reporting: Financial statement services ranging from audited financial statements to monthly compilation reports, including reviewed financial statements, internal control analysis, and benefit plan audits.
3. Business Consulting and Advisory Services: Management consulting, financial planning and analysis, and advisory services for businesses and individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Meletis & Munsch, LLP is a full-service CPA firm providing integrated accounting, tax, and business advisory services. The firm delivers federal and state tax preparation, tax planning, IRS representation, international tax services, R&D tax credits, trust and estate compliance, audited/reviewed financial statements, internal control analysis, benefit plan audits, and management consulting services to individuals and small-to-mid-sized businesses.

Product overview

Meletis & Munsch, LLP is a professional services firm providing integrated accounting, tax, and business advisory services. The firm operates as a single unified service offering organized around two complementary practice areas: Tax and Consulting Services (including federal/state tax preparation, tax planning, IRS representation, international tax, R&D credits, and advisory services) and Assurance and Financial Reporting Services (including audited/reviewed financial statements, internal control analysis, benefit plan audits, and bookkeeping). The two service lines are designed to work together to meet comprehensive client needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax and Consulting Services Comprehensive tax preparation and consulting services including federal and state return preparation, tax planning, IRS representation, international tax services, R&D credits, non-profit compliance, trust and estate planning and compliance, taxing authority correspondence and resolution, and advisory and consulting services. Target customers include individuals and small-to-mid-sized business entities.
• Assurance and Financial Reporting Services Financial reporting services ranging from certified audited financial statements to monthly compilation reports, including audited financial statements, reviewed financial statements, internal control analysis, benefit plan audits, agreed upon procedures, and accounting and bookkeeping. Target customers are business entities and non-profit organizations requiring compliance audits.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• CLA (CliftonLarsonAllen): CLA is a Top 10 U.S. accounting and advisory firm serving mid-market private businesses, including tax, audit, and wealth advisory. Comparable service mix to M&M but operates at much larger scale across many states.
• Moss Adams LLP: Moss Adams is a Top 15 U.S. accounting firm headquartered on the West Coast providing tax, assurance, and consulting to mid-market businesses. A direct regional competitor for M&M's SMB and individual clients, though operating at much larger scale and broader geography.
• Plante Moran: Plante Moran is a Top 15 U.S. accounting and advisory firm with a strong mid-market and family-office practice, including tax and assurance. Competes for similar SMB and HNW client segments as M&M, but at national scale and with broader service breadth.
• RSM US LLP: RSM US is a Top 5 U.S. accounting firm focused exclusively on mid-market businesses, providing audit, tax, and consulting. A scaled competitor to M&M for the same privately held and HNW client base, with a national footprint.
• Withum: Withum is a mid-sized U.S. accounting and advisory firm focused on closely held businesses, HNW individuals, and family offices, providing tax, assurance, and consulting. Competes for the same client segments and service set as M&M.
• Wipfli LLP: Wipfli is a Top 25 U.S. accounting and advisory firm with a strong mid-market and closely held business focus across tax, audit, and consulting. Competes for the same SMB and HNW client base as M&M but operates nationally at significantly greater scale.
• Eide Bailly LLP: Eide Bailly is a Top 50 U.S. accounting firm focused on mid-market businesses, with tax, audit, and advisory services across multiple states. Competes for SMB tax and assurance work that M&M serves, with a larger national footprint and broader resource base.

Direct peers

• Armanino LLP: Armanino is one of the largest California-based accounting and business consulting firms serving mid-market companies with tax, assurance, and advisory services. Directly comparable to M&M in service mix and West Coast concentration, though significantly larger in scale and geographic reach.
• AKT LLP: AKT is a California-based boutique CPA and advisory firm providing tax, audit, and consulting services to closely held businesses, family offices, and high-net-worth individuals - a comparable boutique California focus and client mix to M&M.
• Haskell & White LLP: Haskell & White is a San Diego-based CPA firm offering audit, tax, and advisory services to privately held businesses and high-net-worth individuals. Highly comparable in size, market, and service profile to M&M, including tailored owner/family-wealth work.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/meletis-munsch-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Meletis & Munsch