If you’re looking to explore your Taxes, Investment & Retirement options, you’ve come to the right place. AW Elliott & Associates provides families, individuals, and small business owners with our Comprehensive Tax & Financial Services. Why deal with different Agents, Brokers, Tax Professionals when you can get all of that with one Company.
Our goal is to help you meet your financial planning needs. Feel free to browse our website to learn more about what we offer to clients in the Inland Empire and surrounding areas.
Please view my FLIPBOARD magazines by clicking on the icons below. Personal Growth & Financial, Tax, Investment & Retirement Planning
Certified Tax Coach, Income Tax Preparation, Tax Planning
was the last time your tax pro came to you and said, "Here is an idea that
I think would save you money”?
our tax coaching service, you can have access to a plain-English plan for
beating the IRS legally. Most tax professionals do an adequate job putting the
right numbers in the right boxes on the right forms, but there's little or no
fact, our research and testing indicate that clients who implement our tax
coaching service can save thousands in wasted dollars year after year.
Our objectives are simple: to identify and minimize our clients’ exposure to risk, to reduce their tax liability, to maximize their overall financial situation, and to help them achieve their health and retirement goals.
We believe our direct approach is more than enough to enable us to reach our objectives. We continuously analyze our clients’ complete financial needs, design a sound plan and program, and recommend strategies designed for their specific situation.
Two Things That Set Us Apart:
Our Commitment to Customer Service
Our Unique Approach to Guiding You in Your Journey to Financial Freedom
Meet Our Owner and CEO
Alexander William Elliott started this firm back in January 2010. He is a Certified Financial and Tax Advisor and a Certified Tax Coach with areas of expertise in tax planning, preparation, representation, as well as retirement and investment planning.
Previous Work Experience
January 2010 - Current: Comprehensive Financial and Tax Planning Services
January 1995 – January 2010: Owner and CEO of PAA of California, a building service contracting firm
January 1983 – June 1995: Investment advisor representative of SunAmerica
– 1995: Owner of Elliott-Elliott and Associates, comprehensive financial
planners serving business and individuals and represented individuals and
businesses for the IRS
Past and Present Affiliations
Pacific Association of Building Service Contractors Legislative Chairmen, Board Member & President