Personalized and Comprehensive Financial Services

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909-252-0453

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Welcome to Our Firm

AW Elliott & Associates in Mira Loma, California provides comprehensive tax and financial services for individuals and business owners. We offer tax planning, accounting and bookkeeping, investment strategies, retirement planning, and more.

With more than 30 years of experience in the industry, you can count on us for reliable and effective financial services. Our direct approach will enable you to reach your financial objectives faster and easier than before. We will analyze your financial needs and we will design a dynamic financial plan and come up with strategies that specifically cater to your situation. Contact us today for more information.

Our Mission

Our objectives are simple: to identify and minimize our clients’ exposure to financial risk. We want to reduce their tax liabilities and maximize their overall financial stability so that they can more easily achieve their financial and retirement goals.

Our Owner and CEO

Alexander William Elliott is a certified financial and tax advisor, a certified tax coach, and a certified Ta Pro with Quickbooks. He specializes in tax strategies and planning, tax preparation, and IRS representation. Alexander also has extensive experience in providing retirement, investment, and business planning services.

With his background and expertise, he decided to establish his own financial and accounting firm in January 2010. Through AW Elliott & Associates, he hopes that more people can now get top-notch and reliable financial services for their needs.

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

Past and Present Affiliations

Pacific Association of Building Service Contractors

Legislative Chairmen, Board Member and President

Pomona Chamber of Commerce

Board Member

Cal Poly University Music Associates

Board Member

Pomona Valley YMCA

Board Member

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