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ELLIOTT TAX & ADVISORY SERVICES 

401K PLAN

 

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SELF-DIRECTED RETIREMENT PLAN

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Alternative Investments

Private Debt Placements

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qualified individuals

small business owners

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Elliott Family Office

Plan Administrator

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BY INVITATION ONLY

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.

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Mutually Beneficial Optimization Makes Dreams Work

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