Phone: (909) 252-0453
plans for people with chronic needs and conditions

AW Elliott & Associates Certified Financial & Tax Advisor
slife Insurance, health insurance, retirement planning, Income Tax preparation

AW Elliott & Associates

Welcome to AW Elliott & Associates

Certified Financial & Tax Advisor, Tax Coach, Retirement Planning

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

help you meet your financial planning needs

Certified Tax Coach, Income Tax Preparation, Tax Planning

When was the last time your tax pro came to you and said, "Here is an idea that I think would save you money”?

With 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 proactive planning.

In fact, our research and testing indicate that clients who implement our tax coaching service can save thousands in wasted dollars year after year.

Contact our team for a free consultation today.

Our Objectives

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

1979 – 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
  •  Pomona Chamber of Commerce
                   Board Member
  • Cal Poly University Music Associates
                   Board Member
  • Pomona Valley YMCA
                   Board Member

  • Pomona Urban League Tech Center
                 Board Member
  • International Association of Financial Planners
                 Speaker Bureau
  • California Tax Educational Council: Member
  • Annual Filing Season Program IRS: Member