Tax Expertise You Can Trust

Your Tax Journey, Simplified

Professional tax preparation, planning, and advisory services tailored to your unique financial situation.

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Years Experience
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Satisfied Clients
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Client Satisfaction

Our Services

Comprehensive tax solutions to optimize your financial position

Tax Preparation

Expert preparation of individual and business tax returns with thorough deduction analysis.

  • Individual Returns
  • Business Returns
  • Multi-State Filing
  • Prior Year Returns
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Tax Planning & Advisory

Year-round strategic tax planning and IRS representation to optimize outcomes for your tax situation.

  • Tax Strategy Development
  • IRS Representation
  • Audit Support
  • Financial Guidance
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Bookkeeping & Payroll

Comprehensive bookkeeping services and payroll processing to keep your finances organized.

  • Monthly Bookkeeping
  • Financial Statements
  • Payroll Processing
  • Account Reconciliation
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Why Choose Mello Tax Group?

We deliver exceptional tax services with a personal touch

Expert Knowledge

CTEC & EA licensed and bonded with extensive experience in tax law and regulations.

Personalized Approach

Tailored solutions based on your unique financial situation and goals.

Year-Round Support

Ongoing assistance and advisory services beyond tax season.

Modern Technology

Secure digital solutions for convenient document sharing and communication.

Complete Transparency

Clear communication and no hidden fees throughout the process.

Optimal Outcomes

Strategic approach to achieve the best possible results for your tax situation.

Simple 3-Step Process

Getting your taxes done has never been easier. Follow our streamlined process for exceptional convenience and results.

1

Schedule Consultation

Book a free consultation to discuss your tax situation and needs.

2

Provide Documents

Securely share your tax documents through our client portal or in person.

3

Professional Completion

Your return is expertly prepared, thoroughly reviewed, and filed with complete accuracy and compliance.

Jordan - Mello Tax Group Founder

About Mello Tax Group

At Mello Tax Group, we're your dedicated tax planning partners. With over 6 years of experience and a background working at TurboTax, our founder Jordan brings exceptional expertise to every client relationship.

Our mission is to optimize your financial position through strategic tax planning and preparation, while providing education that empowers you to make informed financial decisions.

As a CTEC & EA licensed and bonded tax professional, Jordan combines technical knowledge with a personal approach. Having grown up with a mother who worked for the IRS, tax expertise runs in the family!

Our Core Values

  • Integrity in every interaction
  • Personalized service approach
  • Confidentiality and security
  • Continuous learning and improvement
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What Our Clients Say

Real experiences from satisfied clients

"Jordan made my tax situation so much clearer. His expertise and personal attention made all the difference. Highly recommend!"

Sarah M. Small Business Owner

"Professional, knowledgeable, and always available when I have questions. Mello Tax Group has been a game-changer for my finances."

Michael R. Real Estate Investor

"The peace of mind knowing my taxes are handled correctly is priceless. Jordan's attention to detail is exceptional."

Lisa K. Healthcare Professional

Get In Touch

Ready to simplify your tax journey? Let's start the conversation.

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