Our Services

What we offer:

  • Income Tax Preparation

    • Individual Returns – 1040

    • Business Returns – 1065, 1120s, 1120

    • Trust Returns – 1041

    • Non-Profit Returns – 990, 990-EZ, 990-PF, 990-N

    Income Tax Amendments

    • Review, Correct & Amend the past 3 years of tax filings for Individuals & Businesses

    All Tax & Compliance Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Bookkeeping Set-Up

    • Initial Set-up & Categorization

    On-Going Bookkeeping

    • Monthly Close - Reconciliation

    • Quarterly Close

    • Year-End Close – Tax Prep Readiness

    Bookkeeping Training

    • New Book Set-Up Training

    • Existing Book Training

    All bookkeeping services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Payroll Services

    • Payroll Training

    • Ongoing Payroll Service weekly/bi-weekly/monthly payroll & related filings

    • Retirement & Healthcare Set-Up

    Business Filings

    • Secretary of State Reports

    • Monthly/Quarterly State Reports

    • Local Tax Reports

    • Sales Tax Reports – Training or Filings

    Payroll Services are done in conjunction with Paychex, Gusto or QBO depending on the clients’ preference. All Business Filings are completed in house and not outsourced

  • Tax Planning

    • Quarterly Meeting to customize Tax Plans

    Business Management

    • Book Review

    • Entity Creation/Conversation

    Universal Family Services

    • Personal Cash Flow & Asset Management

    • Retirement Planning Assistance

    • Tuition Planning

    All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Monthly/Quarterly Goal Meetings

    • Cash-Flow Analysis

    • Financial Planning & Analysis

    • SWOT Analysis

    • Strategic Direction Proposals

    • Funding Preparation & Assistance

    All Consulting Services are done in house. We never outsource services or share any information with outside individuals or businesses

  • Trader Facing

    • Connects ALL blockchain wallets in one place

    • Evaluated ALL transactions between ALL crypto wallets

    • What-If Analysis TAX - Calculates lowest capital gain for tax purposes

    • What-If Analysis TRADE - Calculates trade implications on capital gain tax

    • NFT tracking

    • Inventory methods for Sent/Receive

    Financial Firms

    • Connects ALL blockchain wallets in one place

    • Evaluated ALL transactions between ALL crypto wallets

    • Produces detailed Audit Ready materials for prior year trades and cash-outs

    • End-of-Year bookkeeping for clients who use Crypto for day-to-day expenses and income

    • Tax Planning for traders of Crypto and NFTs

Book an Appointment

The founders of Elite Advisors have spent decades working with CPA & Financial firms specializing in various industries across the country. Throughout their diverse range in experience, the founding partners became specialists that set the very highest standard in Tax Compliance, Business Management, and Creative Problem Solving and Solutions. 

We offer customizable packages that cater to each client’s individual needs, and we set ourselves apart by navigating creative solutions for any collaboration of personal or business tax returns and amendments, trusts, non-for-profits, as well as crypto currency data assessment and reporting.

Our group brings experience from tax accounting, tax law, business law, fractional CFOs, public accounting, as well as industries such as Fintech, Crypto & AMP, NFT, construction, real estate, health care and much more. We are entrepreneurs, small business owners, husbands, wives, friends, and neighbors. We understand the importance of community, cooperation, and the desire to succeed together. We make our clients business our business, and their success is our success.