CPA for financial advisors
Delivering a tax-intelligent approach to financial planning and wealth management.
CPA for financial advisors
Delivering a tax-intelligent approach to financial planning and wealth management.
Ideal Advisors
Advisors that want to add more value to a client's financial plan by optimizing sound tax strategies.
Advisors that appreciate a team approach and recognize the need for a compliance friendly tax ally .
Advisors that want an exclusive partner during tax time.
Ideal clients
Business Owners
Real Estate Investors
Real Estate Investors
We add significant value to business owners making over $1,000,000 per year or who are considering selling their business.
Real Estate Investors
Real Estate Investors
Real Estate Investors
Individuals and families with a large real estate portfolios add complexities to tax planning.
Executives
Executives
Executives
Executive compensation provides opportunities to save on taxes. Making decisions on RSUs, stock options, deferred compensation, etc. during your client's working years will help them enjoy more in retirement.
Retirees
Executives
Executives
Tax location, tax location, tax location. Understanding retirement planning and withdrawal strategies to minimize taxes will allow investment assets to grow.
Contact Us
Ready to partner with a trusted tax advisor?
Bryan R. Ellis, CPA, CEPA®
1815 Via el Prado Suite 303, Redondo Beach, CA 90277
