Expert advisor assisting individuals and businesses attain their financial goals. I have been providing tax and business consulting services for over 25 years. In addition to managing my own tax firm for over 13 years, I have been a CFO for a technology firm and its subsidiaries. I also spearheaded training and development for accountants in the mutual fund industry.
I am Accredited Tax Preparer with the Accreditation Council for Accountancy and Taxation and maintain my credentials annually. I am also a member of the National Association of Tax Professionals, the National Society of Accountants and the National Society of Leadership and Success. I have also resided on various nonprofit executive boards.
I enjoy solving challenges, discovering opportunities to benefit my clients and fostering strong client relationships.
Ellen was a pleasure to work with and a true professional. She was flexible with her availability and was very patient with our questions. There was a great sense of ease working with Ellen because she had so much experience that we knew our taxes were being done correctly. I would highly recommenced Ellen. We are so lucky we got the opportunity to work with her and look forward to working with her again next year!
We initially meet to discuss their unique needs and concerns, gather important details and outline next steps.
Founder and CEO of tax and business services firm; CFO overseeing all aspects of Accounting, Human Resources and General Administration for a well established technology company and its subsidiaries; Managed training and development of accountants for well known companies in the mutual fund industry.