

ADVISOR

PHONE & ZOOM
Pay Book Schedule
Does Not Expire
Can reschedule​

Erica Elliott CPA is a Personal Financial Services Advisor for real people. One-on-one confidential consultations, with valuable advice customized for you. With 35 years of experience, she has seen it all. 15 years in Big Four Public Accounting. Then 20 years at her own firm. CPA, Masters in Taxation, published Author Access a fresh perspective for you and your existing advisory team. HELP PLAN for income windfalls and their tax consequences residency changes, retirement, divorce, economic recovery from downturns, estate administration, outstanding tax debts or the loss of a loved one. Accepting New Clients. By Consultations Only.

There is no other time than the present.
MOST POPULAR
SESSION​
30 MIN | $200
​
PLANNING
Taxes
Retirement
Cash flow
Educational
Income Windfalls
Economic Recovery
Residency Changes
Personal
Small Business
PLANNING
Erica Elliott CPA is a Personal Financial Services Advisor for real people. One-on-one confidential consultations, with valuable advice customized for you. With 35 years of experience, she has seen it all. 15 years in Big Four Public Accounting. Then 20 years at her own firm. CPA, Masters in Taxation, published Author Access a fresh perspective for you and your existing advisory team. HELP PLAN for income windfalls and their tax consequences residency changes, retirement, divorce, economic recovery from downturns, estate administration, outstanding tax debts or the loss of a loved one. Accepting New Clients. By Consultations Only.




Consider Possible Outcomes Before Making Serious Moves

Those who Fail to Plan, Plan to Fail.

Plan for the worst & expect the Best

Your Future resides in your Choices around Risks.
They can come back to haunt you.

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