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

@ AW Elliott & Associates we offer a comprehensive services for individuals and business owner. We offer financial and tax planning, accounting and bookkeeping services, taxes , investment and retirement planning for individuals and small business owners. With over 30 years experience in the financial tax and accounting business. Our clients like the fact that our service is comprehensive When you have one company handling your accounting to taxes to Investments , retirement and investment planning it's a service that few Financial service's companies can offer.

1. We have a better vantage point because we have a view of your entire financial situation and can make recommendations based on that. Verses dealing with three individuals or companies that are not on the same page. Which in turn you're not getting a cohesive recommendation on your entire business and personal financial situation.

2. For your business our accounting and bookkeeping services we balance and reconcile your books monthly so you know exactly where you're at you get monthly with financial statements and recommendations as to where your company is at and what you can do to reduce expenses and improve income. We also work with you to provide health and retirement coverage for you and your employees.

3. We will work with you too provide investment and retirement planning for you it is all intertwined with your business. We will come up with tax planning and strategies to reduce your business and personal tax liability to increase your income and net worth. Which in return can help fund your investment's and retirement plans.

4. Working with A W Elliott & Associates we provide a comprehensive services for small business owners and individuals. There are very few financial service companies that provide the service that we provide. For clarity of your entire situation from bookkeeping to taxes to investment and retirement planning. AW Elliott & Associates should be your first choice for Financial Security for you and your business.

5. For individuals we work with middle to Upper income individuals when it comes to tax preparation and strategies, risk management and estate planning and bookkeeping and bill-paying services,investment and retirement planning and a overall evaluation of your financial situation based on your goals and objectives.

6. The bottom line is what makes us different is that we offer a comprehensive approach to financial reporting and planning when it comes to your business and individual financial planning needs.

Please view my FLIPBOARD magazines by clicking on the icons below. Personal Growth & Financial, Tax, Investment & Retirement Planning

Free Consultation

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

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