AW Elliott & Associates

AW Elliott & Associates

New
Offers online services
New
Offers online services

About

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


Highlights

2 employees
Serves Jurupa Valley , CA
Offers online services

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    Frequently asked questions

    Certified Financial & Tax Advisor

    Certified Tax Coach

    Certified ProAdvisor with Quickbook

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

    Individuals & Business ownwes

    Know what your long and short goals are


    Services offered

    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting
    Financial Services And Planning