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
Comperehensive Financial and Tax Advisors
 

Welcome to AW Elliott & Associates
Comprehensive Financial & Tax Advisors

Certified Financial & Tax Advisors, Certified Tax Coach, Retirement Planners ,Certified Tax Pro Adviser Quickbooks Online Bookkeeping Services.

If you’re looking to for someone with Expertise & Experience in Taxes, Investment , Retirement planning & Business Planning you’ve come to the right place. AW Elliott & Associates provides families, individuals, and small business owners with our Comprehensive Tax & Financial Services.Our Clients like the fact that we are Financial & Tax Advisors. Which is a service that few Financial Service Company's offer.

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

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.


Let us review your last three years return to evaluate if you took advantage of all tax deductions that you are legally entitled to. This a FREE Service.


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 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.

Two Things That Set Us Apart:

  • Our clients like the fact that we are Financial & Tax Advisors
  • Our Unique Approach  to Guiding You in Your Journey to  reach your Financial Goals & Objectives

Meet Our Owner and CEO

Alexander William Elliott started this firm back in January 2010. He is a Certified Financial and Tax Advisor ,Certified Tax Coach & a Certifed Tax Pro With Quickbooks online. with areas of expertise in tax  strategies & planning, tax preparation,& IRS representation, as well as retirement ,investment & Business 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

                                                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

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