AW Elliott & Associates

AW Elliott & Associates

2 employees

About this pro

As a Certified Financial & Tax Advisor and Certified Tax coach my clients like the fact that I have Expertise as a Financial and Tax Advisor which is unique which provides the level of service that few offers. My goal is to reduce your tax liability, increase income and your net worth. I work with high income individuals and small business owners. With My experience & Expertise in Financial Planning I focus my attention to the comprehensive approach to financial planning which allows me to look at all areas of your financial situation, tax planning, retirement planning, investment planning, risk management to preserve your Estate. As a Certified Tax Coach I ask my potential clients when was the last time your Tax Pro came to you and said I have an idea that will save you money. I do this on a continual basis to maximize your income potential . I also offered a free 1040 tax analysis on your last three years tax return  to make sure that you have taken advantage of all the legal deductions and tax credits that are available to you legally through the IRS and in most cases I find Tax Strategies that were not taken advantage of this is the difference between Tax Filing and Tax Planning.Working with small business owners  C-Corp or S- Corp , LLC or sole proprietor. I'll work with you as far as tax preparation and Tax Strategies to help reduce your tax liability and increase income. As a Certified ProAdvisor with QuickBooks  I can work with you on the bookkeeping side of your business or if you have an in-house bookkeeper I can work with them if they need training with QuickBooks. And to help you review your Monthly, quarterly & annual financials to make sure that your business is profitable and heading in the right direction.

I like problem solving and working with people

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Jurupa Valley, CA 91752
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What education and/or training do you have that relates to your work?

Certified Financial & Tax Advisor

Certified Tax Coach

Certified ProAdvisor with Quickbook

How did you get started in this business?

I stared out Selling Tax Shelter Annunity & tax prearation from there I became a Certified Financial Planner and got my stockbroker License by 1980

What types of customers have you worked with?

Individuals & Business ownwes

What advice would you give a customer looking to hire a pro in your area of expertise?

Know what your long and short goals are

Services offered

Tax Accountants Bookkeepers Business Tax Preparation Financial Advisors Individual Tax Preparation Tax Preparation Services Accountants Business Coaches Business Consulting Services