Please view my FLIPBOARD magazines by clicking on the icons below. Personal Growth & Financial, Tax, Investment & Retirement Planning
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 Financial and retirement goals.
We know our direct approach is more than enough to enable you to reach your Financial objectives. We continuously analyze our clients’ complete financial needs and will design a Comprehensive Financial plan & recommend strategies designed for their specific situation.
Alexander William Elliott started this firm back in January 2010. He is a Certified Financial and Tax Advisor ,Certified Tax Coach & A Certified Tax Pro With Quickbooks . With areas of expertise in tax strategies & planning, tax preparation,& IRS representation, as well as retirement ,investment & Business planning.
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
Fee + Commission Certified Financial Planner
1979 – 1995: Owner of Elliott-Elliott and Associates, comprehensive financial planners serving business and individuals and represented individuals and businesses for the IRS