SUCCESS, TOGETHER

Your Success is our Bottom Line

We are dedicated to helping all our clients achieve long-term success by providing a comprehensive suite of services.

MISSION-DRIVEN

We Are Committed to helping our partners overcome any challenge and attain spectacular results.

We are dedicated to helping our clients achieve long-term success by providing a comprehensive suite of services, including tax preparation, tax resolution, tax planning strategy, bookkeeping solutions, new business start-up consulting, business funding solutions, and Employee Retention Tax Credit “ERTC” consulting.

Values we live by

1

Integrity

We adhere to the highest ethical and professional standards to build trust with our clients and maintain our reputation as a reliable financial services provider.

2

Client-focused

We prioritize the needs and goals of our clients by providing personalized solutions and guidance that help them achieve long-term financial success.

3

Innovation

We constantly seek new and effective ways to enhance our services and deliver value to our clients, staying ahead of the curve in an ever-changing financial landscape.

Our team of experts

With decades of proven experience, our team is prepared to help you achieve your goals, and beyond.

our consultants

This is a highly specialized group

Leadership Team

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Stuart Oneil

CEO, Lurk

“I highly recommend Elite Financial Strategies! They provided invaluable advice on tax planning and helped me secure funding for my business. Their team is knowledgeable, responsive, and always willing to go the extra mile to support their clients”

Elly Brett

Business Operations, Bewarz

“I had a fantastic experience working with Elite Financial Strategies. They helped me navigate the complexities of starting a new business, from incorporating to tax preparation. Their attention to detail and commitment to client satisfaction is impressive.”

Jenna Ballard

VP Marketing, Wico

“I’ve been a client of Elite Financial Strategies for several years and have been consistently impressed with their expertise and professionalism. They provide excellent bookkeeping services and always have great advice on tax strategies. I highly recommend them to anyone in need of financial services.”

PATH TO SUCCCESS

Let's build a secure financial future for you, together.

At Elite Financial Strategies, we are committed to working collaboratively with our clients to develop customized solutions that align with their financial objectives. Let’s partner to build a solid foundation for your financial future.

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