Mellor & Associates PLLC

Mellor & Associates PLLC

Reviews Summary

Customers consistently praise Mellor & Associates for their exceptional service in handling ERC filings and accounting needs. Reviewers highlight their professionalism, responsiveness, and thorough guidance throughout complex processes. Many appreciate the team's proactive updates, clear communication, and ability to secure substantial refunds. The firm's expertise, attention to detail, and customer-centric approach receive frequent commendation, with multiple clients noting they wouldn't use another service. Their ability to simplify complicated procedures and deliver promised results makes them a highly recommended choice.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Outsourced Accounting
Small Businesses
Non-profits
Healthcare
Construction
Manufacturing
QuickBooks
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Outsourced Accounting
Small Businesses
Non-profits
Healthcare
Construction
Manufacturing
QuickBooks
GAAP Compliance

Contact Information

Address

668 E 12225 S Ste 104

Draper, Utah 84020

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

My company used Mellor & Assoc for our ERC refund. The whole team was great to work with. They were very attentive and send periodic updates. I appreciated that because while I was busy running my company, Mellor & Assoc kept me updated with information I didn't have time or interest to check into. Thanks again team Mellor!

Working with Mellor and Associates has been a good experience since we started working with them this year. They have been very communicative and have even made two in person visits from out of state. They are very thorough but understand and patient while learning about our program.

Mellor and Associates successfully assisted us with an Employee Retention Claim. Their communication during the process and follow-up afterwards were both excellent.

What sets Mellor & Associates apart is their honesty and directness. They don?t just tell us what we want to hear?they provide thoughtful, well-reasoned advice that helps us make informed decisions for the long-term success of our organization.

Mellor & Associates did a very thorough and great job submitting and following up through the entire process. They came through for our company!

We've found Mellor & Associates to be highly professional in all our dealings with them over the past 3 years. When we've needed their assistance with time-critical matters they have exceeded our expectations. Recommended without hesitation.

We did a search for a partner to process ERC applications for our clients. After careful review, we chose Mellor & Associates. They are local and very meticulous at gathering complete data to file the applications. We have had several clients use their services and we are very pleased with the results. Very professional and thorough. Not your fly-by-night spam phone caller or e-mailer. Stick with someone local that you can trust. We recommend Mellor & Associates.

These guys were great and kept up on information for the ERC after a long wait they stayed with me the whole way through.

Our experience with Mellor & Associates with our ERC claim was fantastic! They were knowledgeable, helpful, answered all my questions, had great references, and researched our unique situation to insure the claim that was filed was for the correct amount (not aggressively seeking to inflate the claim, nor leave any money on the table). We have received our ERC reimbursement for the amount we expected. They were very professional and I highly recommend them.

I highly recommend Mellor & Associates for your Employee Retention Credit filing. The process was simple - I made an inquiry online and Nick called me within minutes. After we submitted our payroll documentation and found that we qualified for an ERC, they filed our amended payroll returns like clockwork and we received our ERC refund within 3 months! They kept us informed along the way and I would definitely use them again.

Great experience with the ERC program. I had originally consulted with one of the large firms that advertises on talk radio, but a month after I had turned in my paperwork they couldn't tell me when someone would contact me to review the paperwork before it would be sent to the IRS. I called Mellor & Associates, and was getting an immediate response and consultation about what my refund should be. Not some pie-in-the-sky number, but an actual amount based on my data that made me comfortable I wouldn't have

I highly recommend Mellor and Associates for help with collecting your ERTC. Many consultants create a high-pressure sales environment, but I felt that Mellor was completely straightforward with me. Their fees are reasonable and their word can be trusted. Their communications with me were excellent. We received our refund as promised without a lot of work on our part. Five starts from me!

I chose Mellor & Associates to handle my Employee Retention Credit because they had a local, physical address that I recognized. I didn't want to use some fly-by-night company that didn't really know what they were doing and leave me with a mess. My accountant said that they didn't think it would be worth my time. With Mellor and Associates, I had no risk to just check what my credit would be and determine what to do. I received a pretty sizeable credit - at least to my way of thinking. I was very satisfied

Mellor & Associates are great to work with. They keep you informed every step of the way on the progress of your refund. I have called them many times and they call you back, usually the same day. People calling you back the same day, wow, now that's service.

Mellor & Associates PLLC was a breeze to work with and handled everything during the ERC process for our non-profit. They were extremely responsive, helpful and thorough, and we received a significant amount of money through the refund. Highly recommend them! Pro tip: once the amended returns are mailed to the IRS, give the IRS a call and tell them to move them to the Covid Team for processing. The IRS took a while, and after I called them 3 months in, everything was processed quickly. The agent said that o

We needed help to get refunds from the IRS for our ERC. We could not find any flaw in their services. The weekly or monthly "progress reports" were very helpful, during the long delays, caused by IRS. And the final result was perfect and pleasant!

I found Mellor via a google search. I had been getting tons of emails from other companies about ERC and wanted to understand it better. I spoke with Mellor and a couple of other companies and decided to go with Mellor. What a great decision on my part. They took the time to explain everything, answered all my silly questions and filed and prepared my paperwork in the most outstanding way. When I am in need of a CPA I will most definitely be calling them for their expertise! Thank you for everything!

It is with absolute confidence and the utmost satisfaction that I write this testimonial for Mellor and Team. They have recently supported my business with Employee Retention Credit (ERC) filings, demonstrating an impressive mastery of the process and a keen attention to detail that far surpassed my expectations. However, the Mellor team didn't stop there. When an issue arose with our W2 filings due to an oversight by our payroll company, they stepped up to the challenge without hesitation. Despite this ta

Our accountant recommended Mellor & Associates for assistance with ERC. We are glad we followed his advice. Mellor's team led us through what we needed to provide them for analysis to comply with Federal regulations. The process went smoothly. Great return on the fees.

I'm so glad I read through the brochure from Mellor & Associates that crossed my desk, and reached out. I had no idea that my company would qualify for the Employee Retention Credit especially since we had received 2 PPP loans. The experts at Mellor reviewed my payroll information and business revenues and computed how much payroll tax refund my company would be entitled to. Ryan and Justin were both courteous and efficient. It was pretty much hands off for me. We received an amazing and substantial refund

We worked with Mellor & Associates and they have been absolutely wonderful to work with. Everything was handled exactly as they said and as it should. They are great at communicating. I am very glad we chose them to help our business.

As with most small business owners, I have been bombarded with solicitations from companies who process ERC claims. I looked into many of them, but stumbled upon Mellor and Associates (M&A) through a Google search. After making a lot of calls and doing a lot of research, decided to go with M&A. Most of the other firms I looked into were MUCH more expensive, and several of them even told me they didn't think I would qualify. Come to find out, not only did I qualify, I received a credit/refund in the mid five

We highly recommend Mellor & Associates. They were professional, friendly, prompt and explained the ERC process very clearly. Their fees were very reasonable and broken down so that it was clear. We would not hesitate to use them again.

Amazing Customer Service! I applied for our ERC through Mellor & Associates PLLC and received excellent customer service throughout the entire process. They kept us updated and informed and always available to answer any questions. Thank you for all your help in navigating the ERC program.

This company processed our ERC claim. Their pricing was fair, and their work was above excellent. We are very satisfied with the results. They were timely, and keep us informed through the process. The process is lengthy but with the communication we were comfortable. The best part is the money was received and we were able to get the refund.

Mellor & Associates is a quality Accounting Firm that does everything in their power to make sure they are handling their clients work properly, and with their client's best interest in mind. Highly recommend Mellor & Associates to anyone in need of top quality accounting services.

I highly recommend Mellor and Associates. Why? I have been in business 30+ years so I quickly recognize attention to detail and professionalism. They went above and beyond in their services. They have great follow up, great communication, and did what they said they would.

Mellor & Associates was recommended to us by our regular CPA to help us file for the Employee Retention Credit (ERC). Timothy contacted us right away with a list of required information and walked us through it. He answered all of our questions and worked with us in preparing the paperwork to be submitted to the IRS. Katie did a great job keeping us updated as we waited several months for the IRS to respond to our ERC request. Today, we were very happy to receive our ERC refund! Thank you Katie, Timothy an

All-Tech Electric, Inc. has worked with Mellor and Associates for years and have always been treated professionally and the quality of their work is impeccable. Timely turn around, proactive approach to deliverables, and always available when needed. We consider Mellor &Associates our partner in this business and they always give sound counsel when needed. One of the best out there!! I would highly recommend them to any business large or small!

My CPA of 25 years retired and I was so nervous to get a new firm. Mellor & Associates were amazing and exceeded my expectations!! I highly recommend them!!!

Sadly I am having to amend my review because we still have not received one of our refund checks....communication with Mellor & Associates regarding our check is continuously dropped on their end. Unfortunately we prepaid their fees of over 15K so I don't really think they care if we get our final check. They seem to be too busy to make a phone call to the IRS to track down our check- I realize getting a hold of the IRS can take an hour or two, but you would think for 15K they could do that for you! Hone

Justin, Daniel, and the entire staff at Mellor and Associates were an absolute pleasure to work with. Communication was excellent and they answered every question I had quickly and thoroughly. They maximized my Employee Retention Credit amount and took care of all of necessary paperwork. They even prepared and submitted my PPP Forgiveness Application as well. The entire process was seemless and efficient. The team at Mellor and Associates are true professionals and know all of details on everything ERC rela

Just great communication and follow up! Very rare to find these days

We had a smooth and stress-free experience working with Mellor & Associates to get our ERC. We have no regrets and would gladly do business with them again.

Working with Mellor & Associates has been wonderful. They were fast, helpful and kind. I do appreciate the honesty and transparency. Their policy for helping was the biggest reassurance.

I used Mellor & Associates for help with Employee Retention Credits. Joseph was great to work with. He was very efficient, responsive, and the rates were reasonable. Highly recommend!

Mellor & Associates have given our small business outstanding service & helped us receive credits we would have otherwise not known about. They were able to find & file over 20K in 941 EIC credits & we couldn?t be more happy with their professionalism & service.

Mellow and associates were expedient and thorough in their preparation for my ERC credit. They executed to perfection, and if only the IRS could move as efficiently as they did! Well done we are extremely grateful!

K&L Acoustic and Drywall has worked with Mellor & Associates for the last 3 years. They prepare our financial reviews and exceed expectations. They are professional, respectful, and readily available. They meet expected deadlines. I would highly recommend.

The Mellor team was great to work with and offered detailed and professional assistance throughout the entire process for the ERC program for my company! I would definitely recommend to friends!

Justin Mellor was very responsive to our ERC inquiry. He stated in touch and answered all of our questions, resulting in our receiving a sizeable ERC refund. We highly recommend his services.

Mellor & associates proved to be very professional and extremely patient in the process of handling our ERC ! We are blessed to have them on our side. A heart felt thank you !

These guys are great! We were introduced to Justin in 2015 and have not looked back. He and his team are very professional and have been so easy to work with. They have handled all of our financial statements and accounting services and recently were proactive in helping us with the PPP loan and ERC process. Most importantly they are quick to respond to our needs and always deliver on time. Avalon Construction, Inc. highly recommend them!

Mellor & Associates made applying for, and receiving, our ERC money smooth and easy. I would give them 10 stars, if I could.

Worked with Justin and Colton for three years now for accounting services, review, PPP, ERC, etc. Huge fans of Mellor and Associates. Great team. Really responsible. Early to work with. Helped us get two rounds of PPP and ERC funding. Highly recommend.

Highly recommend. Communicated at every step. Followed through to the very end. Very personable. Well worth what we paid and more.

I have worked with Mellor and Associates for the last two years and can confidently recommend them to anyone. They are highly capable, intelligent, detail oriented, and provide excellent customer service.

Outstanding, professional company. In a few minutes by phone was able to determine my eligibility for Employee Retention Credit. I am not eligible but now I know the details. Quick and easy professional results.

Justin & His Team made this process SO simple it's ridiculous. I received close to $40K when I had been told by my CFO that I didn't qualify. Thank you so much Mellor & Associates!! Everyone should go for ERC. It's fantastic!

Mellor is a great firm with great people. I have worked with them on several projects and found them to be skilled, dedicated, and professional.

Mellor & Associates were great to deal with. They handled our issue efficiently and in a timely manner! Would highly recommend.

In a time when a lot of these ERC companies are overcharging and using predatory tactics, Justin and his team are fantastic. I have two businesses that I applied for and Justin's team submitted it quickly. One of those credits has already funded and we're waiting on the second. I'd recommend this team to any business owner who wants to participate in this limited time program.

The Museum of Friends worked with Mellor & Associates PLLC on tax credits and were very pleased with their responsiveness, knowledge and ability to get the job done. Thank you!

Mellor & Associates was very professional and thorough and did a great job for my company. I am grateful for their wonderful work! Thank you!

Mellor and Assoc were great to work with for our ERC. Very professional and always spot on with information and following up. Thanks!

Haven't received my refund yet but they've kept me posted regulary and I liked their process a lot more. Felt like a small knit office with big office resources.

We worked with M&A on our ERC. They were very professional and responsive, and delivered the result they promised. Easy to work with. Thanks!

Justin and his team were excellent to work with. They were very proactive in helping us navigating a complicated arena and I'd definitely recommend their services.

Very professional, stayed on top of all current events going on with ERC. A great help to our company.

Very happy with the outcome. Thank you Cesar Yanez

They contacted me through a mailer and I decided to use them. They did a great job with all filings and every step. Highly recommend!

Received the ERC from these guys and they did a great job. Timely, kept us up-to-date and the rate was very competitive.

Used them to apply for Employee Retention Credits, they were super helpful and easy to work with. I got my first notice from the IRS that my check is on the way.

These folks are great. They did 25 or so Ertc claims for my clients. They did not take any risky positions. I couldn?t be more pleased.

These guys make accounting.....FUN! They helped us navigate the rough waters that followed the pandemic and hooked us up with over $250,000 in ERC credits. Very professional and knowledgeable!

Our taxes are complex, but they have done a great job working with us through the chaos.

This accounting firm really knows their stuff. Especially when it comes to employee retention credit. They are one of the leaders in their industry for ERC.

The professionalism experienced was very good. However, the price tag was much higher than expected and, in my opinion, higher than needed. Overall, I am content with my experience.

I wouldn?t go anywhere else! Justin and his team go above and beyond for my company and continue to surprise me with their knowledge and expertise! I couldn?t be happier!

I highly recommend Mellor and Associates. Their services are very useful, and they have excellent customer service.

They were easy to work with and helped us get maximum PPP dollars. More than we expected.

Great experience working with Katie and the team. - From the LT Contractor Team, thanks!

Mellor & Assoc. performed supremely well. Thank you, Sally, Owner

Great communication, fast and accurate processing. Very pleased with the service provided.

Colton and staff were very professional and explained every detail so that I could easily understand..

Great to work with and showed a profesionalism that is one of a kind!!! What a great referral

Fantastic firm with great people! Very helpful, responsive, and professional.

Great to work with. Very professional, helpful and quick to respond.

Great communication and efficiency. Highly recommend.

Very professional and timely. Would use again.

Very good experience with Mellor and Associates.

Great experience, highly recommended.

Professionals that know their stuff!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations