_edited.jpg)
ADVISOR
PHONE CALL &
ZOOM VIRTUAL
Pay when you book
Does not Expire
Can reschedule
Start at $100
Varying Time Increments
Value Packs​
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.
There is no other time than the present.
MOST POPULAR
SESSION​
30 MIN | $200
​
PLANNING
Taxes
Retirement
Cash flow
Educational
Income Windfalls
Economic Recovery
Residency Changes
Personal
Small Business
PLANNING
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.
Those who Fail to Plan, Plan to Fail.
Get Inspired. Read Erica's Love & Taxes Book Series. A True Story woven through with precious nuggets of timeless advice and clever, practical business principles.
Want to know more about Erica?
Read Love & Taxes
Her Memoir Series
Plan for the worst & expect the Best
The Notorious BOI​
To File Or Not to File?​
Beneficiary Ownership Informational Filing Saga
You can click through to read more and decide if you should file the BOI passed as an Act of Congress currently under review at the US Supreme Court for its legality of enforcement.
​
You can read through &use the supplied free tools to file yourself.
​
Alternatively, we can walk through your facts on a call, determine your filing requirements if upheld in court and file together if necessary.
​
$500 for
BOI session
Want to read more
Business Memoir?
One Speed Wide Open
Erica as co-author
R. Keith Elliott
Chairman & CEO, Retired
NYSE Hercules, Inc.
Get Inspired. A Memory of the LIFE and TIMES of R. Keith Elliott. A newspaper boy from the backwoods of South Carolina to the C-Suite of corporate America.
Your Future resides in your Choices around Risks.
They can come back to haunt you.