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
Comprehensive Financial and Tax Advisory Firm
Certified Financial & Tax Advisors
 

Welcome to AW Elliott & Associates
Comprehensive Financial & Tax Advisors

 Financial Advisors & Tax Advisors, Certified Tax Coach, Retirement Planning , Quickbooks Certified ProAdvisor , Accounting Services & Bookkeeping Services, Investment Planning, Tax Preparation Services

As a Certified Financial & Tax Advisor and Certified Tax coach my clients like the fact that I have Expertise as a Financial and Tax Advisor which is unique which provides the level of service that few offers. My goal is to reduce your tax liability, increase income and your net worth. I work with high income individuals and small business owners. With My experience & Expertise in Financial Planning I focus my attention to the comprehensive approach to financial planning which allows me to look at all areas of your financial situation, tax planning, retirement planning, investment planning, risk management to preserve your Estate. As a Certified Tax Coach I ask my potential clients when was the last time your Tax Pro came to you and said I have an idea that will save you money. I do this on a continual basis to maximize your income potential . I also offered a free 1040 tax analysis on your last three years tax return to make sure that you have taken advantage of all the legal deductions and tax credits that are available to you legally through the IRS and in most cases I find Tax Strategies that were not taken advantage of this is the difference between Tax Filing and Tax Planning.Working with small business owners C-Corp or S- Corp , LLC or sole proprietor. I'll work with you as far as tax preparation and Tax Strategies to help reduce your tax liability and increase income. As a Certified ProAdvisor with QuickBooks I can work with you on the bookkeeping side of your business or if you have an in-house bookkeeper I can work with them if they need training with QuickBooks. And to help you review your Monthly, quarterly & annual financials to make sure that your business is profitable and heading in the right direction.

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
 

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 Certified Tax Pro With Quickbooks . 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