Client Services

The Offices of Ellis & Associates, Inc. offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. Our firm has a network of payroll solution providers. Please give our office a call for a referral.

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Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our firm offers bookkeeping and write-up services for you business. 

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Our firm does not provide estate planning; however, we can assist by recommending and working with qualified estate planning professionals. Please give our office a call for a referral.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. The financial planning process can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Our firm does not provide financial planning services. We work with a network of financial planning professionals. Together we ensure that your financial and tax needs are taken care of. Please give our office a call for a referral.

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