D.G. Elliott Financial Services PS

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 Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following: 

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our company can accommodate your needs for tax planning and preparation.

Portfolio Management Advisory Services
At D.G.Elliott Financial Services we have a simple mission: help clients achieve financial independence.  That means growing assets and preserving wealth.

Our approach to investing is a Six-Phase process.

   * Understanding You : Your circumstances, risk tolerences,and goals

   * Market Analysis: How much risk is in the market

   * Sector Analysis: Which sectors have the best relative strength

   * Technical Research: Using TD Ameritrade, VectorVest,IBD, The street.com to do our research

   * Fundamental Research: The financial strength of individual stocks, ETF, Mutual funds

   * Management of Risk:Follow-up & Reviewing of portfolios.


We offer a fee based portfolio management for Individuals,Company Retirement plans, IRA/Roth, & 401-K. 

Accounting & Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your accounting payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

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. We can guide you through the complex process of getting your financial affairs in order.

  
Employee Benefits / Compensation
 
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.