Mellor And Associates Pllc

What Mellor And Associates Pllc does

Mellor and Associates PLLC is a privately held, Utah-based CPA firm founded in 2011 and headquartered in Draper, operating from a single location with a staff of approximately 13 professionals. The firm delivers seven integrated service lines — tax preparation and planning, audit and assurance, outsourced CFO and controller services, forensic accounting, advisory services, Employee Retention Credit (ERC) filing, and bookkeeping — to Utah business owners ranging from single-owner shops to multi-million-dollar corporations across verticals such as construction, manufacturing, nonprofits, trucking, mining, and restaurants, as well as individual taxpayers.

The business model is professional services billing on a quote-based, engagement-scoped basis; pricing is not publicly disclosed and free consultations are offered for ERC eligibility. Revenue mechanics are diversified across recurring bookkeeping and tax work, episodic audit engagements, project-based CFO and forensic engagements, and ERC filings where the firm offers deferred-fee structures tied to IRS refund receipt. The go-to-market is sales-led, combining direct phone outreach (385-276-0506), website consultation forms, an SMS client-comms channel, content marketing via a topical blog, and a referral partner program that funnels ERC clients from external CPAs, attorneys, and business advisors.

The underlying technology stack is conventional accounting software with no disclosed proprietary platform, API, or integrations. Leadership is founder-led: Justin Mellor, CPA, CFE, serves as Managing Partner and owner, and the team includes multiple CPAs with prior Big Four experience (Deloitte & Touche, Ernst & Young, Big Four tax practice), a CFE, multi-state CPA license holders, and an Audit Director with 27+ years of industry controller experience. The firm has no institutional investors, no parent company, and no disclosed acquisitions or funding rounds.

Name

Mellor And Associates Pllc

Legal name

Mellor and Associates PLLC

Website

https://mellorpllc.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Mellor and Associates PLLC is a Utah-based CPA firm founded in 2011 that provides tax, audit, bookkeeping, forensic accounting, CFO/controller, and advisory services to small and mid-sized businesses and individuals across multiple verticals in Utah and nationally via an ERC referral program.

Ownership category

akta.pro rank

Product category

CPA & Financial Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Services (8741), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• CPA services
• Tax preparation
• Financial auditing
• Forensic accounting
• Outsourced CFO

Headquarters

HQ city

Draper

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Revenue generated from providing professional accounting, tax, audit, and advisory services to businesses and individuals. Services are billed based on scope of engagement including tax preparation, audit services, bookkeeping, CFO/controller services, and ERC filing assistance.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Mellor and Associates PLLC is a CPA firm providing seven interconnected professional service lines: tax preparation and planning, audit and assurance, outsourced CFO and controller services, forensic accounting and fraud investigation, strategic advisory, Employee Retention Credit (ERC) filing assistance, and CPA-led bookkeeping. Services are tailored for Utah business owners ranging from single-owner operations to multi-million-dollar corporations across construction, nonprofits, manufacturing, trucking, mining, and restaurants.

Product overview

Mellor and Associates is a unified suite of professional financial services offered by a single CPA firm, not a software platform. The portfolio consists of seven interconnected service lines: Tax Services (preparation, planning, and compliance), Audit & Assurance (financial statement verification), CFO & Controller Services (executive-level financial leadership), Forensic Accounting (fraud investigation and litigation support), Advisory Services (strategic consulting), Employee Retention Credits (COVID-era tax credit filing), and Bookkeeping Services (day-to-day financial record management). These services are designed to work together, with bookkeeping providing the foundational data that feeds into tax preparation, audit engagements, and strategic advisory work. The firm serves as a comprehensive financial partner for Utah business owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services

Quantifiable outcome

• Up to $5,000 per employee in 2020 ERC credits
• +2 more outcomes

Named customers2 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Referral Partners (CPAs, Attorneys, Business Advisors)minorChannel Partner/ Reseller/ DistributorNetwork of professional partners including CPAs, attorneys, and business advisors who refer clients to Mellor for ERC processing services. Partners earn referral fees for qualifying clients who engage with MPLLC. The firm states that nearly all referred clients engage the firm to complete filings.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Global accounting and advisory firm serving mid-market clients with audit, tax, and consulting services. Comparable mid-market positioning but with materially larger resource base and international footprint.
• CBIZ, Inc. National professional services firm providing accounting, tax, advisory, and outsourced CFO services to SMB and mid-market clients. Comparable on outsourced finance and tax functions, with much broader geographic and product reach.
• H&R Block: National tax preparation and small-business accounting services firm. Comparable on individual and small-business tax side; differs sharply in delivery model (retail/consumer) versus Mellor's professional advisory orientation.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm with strong middle-market and SMB practice including outsourced CFO/controller and bookkeeping. Comparable service mix with broader geographic and resource footprint.
• Eide Bailly LLP: Top-25 U.S. accounting firm with significant Utah presence providing audit, tax, and advisory services. Comparable service portfolio but at substantially greater scale and broader geographic reach; serves as the regional incumbent Mellor competes against for mid-market work.
• KPMG US: Big Four firm providing audit, tax, and advisory services including CFO advisory. Comparable tax and audit capabilities but competing in a different scale tier; relevant for talent flow and client expectations benchmarking.

Direct peers

• Squire & Company, PC: Utah-headquartered CPA firm providing audit, tax, and advisory services to closely similar SMB, construction, nonprofit, and government clients. Comparable in scale, geography, and vertical mix.
• Tanner LLC: Utah-based full-service CPA and advisory firm offering audit, tax, advisory, and CFO services to closely comparable SMB and mid-market clients. Most directly comparable peer given Justin Mellor's prior employment there and overlapping service portfolio and regional footprint.
• Waldron | Schneider | Ricci | Herrman, CPAs & Advisors: Cincinnati-area mid-sized CPA firm offering audit, tax, advisory, and outsourced CFO services to closely comparable SMB/mid-market clients. Comparable boutique full-service model, useful as a like-for-like benchmark outside Utah.

Emerging players

• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services firm targeting SMBs and startups. Competes for the same outsourced accounting and fractional CFO engagements Mellor serves, but with a software-led delivery model that pressures traditional CPA pricing.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/mellor-and-associates-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Mellor And Associates Pllc