Melentree Tax & Wealth Strategies
Building Wealth. Preserving Legacy.
Building and preserving wealth through strategic tax, business, trust, and real estate planning for executives, entrepreneurs, and real estate investors.
The Melentree Approach
Every financial journey has seasons of growth
From the first seedling to a lasting legacy, we guide each stage with coordinated tax, business, and real estate strategy.
Plant
Build
Acquire investment property, launch and grow a business, and put tax-efficient structures in place from the start.
Grow
Preserve
Protect capital with proactive tax planning, cost segregation, 1031 exchanges, and sound business operations.
Legacy
Transfer
Prepare for retirement, succession, and estate planning so your wealth passes efficiently to the next generation.
Tax planning, business strategy, and real estate expertise—working together
At Melentree Tax & Wealth Strategies, a branch of Melentree Realty, we help business executives, entrepreneurs, and real estate investors make informed financial decisions that build, preserve, and transfer wealth. Our practice integrates tax planning, business consulting, commercial real estate expertise, and wealth preservation strategies into a comprehensive approach.
Whether you are expanding a real estate portfolio, preparing your business for sale, implementing strategies such as cost segregation or 1031 exchanges, resolving an IRS matter, or developing a succession and estate plan, our objective is to help you preserve capital, maximize after-tax wealth, and create a lasting financial legacy.
Meet our founder, Julius MelendezIRS Enrolled Agent
Unlimited practice rights before the IRS in all 50 states, with advanced expertise in individual and corporate taxation.
Licensed Florida Broker
Commercial and investment real estate advisory grounded in a licensed Florida Real Estate Brokerage.
MBA & MIS
A multidisciplinary lens across finance, tax, technology, and operations that is rarely found in one advisor.
What We Do
Comprehensive services for every stage of wealth
Real Estate Advisory
Strategic guidance for commercial and investment property that integrates tax planning, financial analysis, and real estate expertise.
Learn moreBusiness Valuations
Comprehensive valuation analysis for growth, financing, partnerships, estate settlements, or preparing for a sale.
Learn morePreparing Your Business for Sale
Organize and strengthen your financial records years in advance so buyers and their lenders have confidence.
Learn more1031 Exchange & Legacy Planning
Defer capital gains and coordinate estate planning so more equity stays invested and wealth transfers efficiently.
Learn moreBusiness Succession Planning
Tax-efficient transition strategies for transferring your business to family, key employees, or an outside buyer.
Learn moreIncome Tax Planning & Preparation
Year-round planning for business owners, real estate investors, partnerships, corporations, LLCs, trusts, and individuals.
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IRS Representation & Tax Resolution
Facing an IRS notice or audit? You do not have to navigate it alone.
As an IRS Enrolled Agent, we are federally authorized to represent taxpayers in audits, collections, appeals, and payment negotiations in all 50 states.
See how we helpTestimonials
What our clients say
Julius has an in-depth knowledge of the tax code and gives detailed advice on how to organize your records for maximum efficiency.
He looks at the whole picture—our business, our real estate, and our taxes—and builds a plan that actually works together. We finally feel in control of our finances.
When we received an IRS notice, Julius handled everything and kept us informed at every step. His calm, expert guidance made a stressful situation manageable.