Andrew B. Ellis, CPA
Financial Advising
Hours:
9025 Grey Pointe Drive, Knoxville TN 37922
Hours
Most Recent Comments
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January 2021
This will be our third year using Andy for our tax preparation and we have been 100% satisfied with his services each time! We have some complexities to wade through but he has made it super easy for us to organize and get all of our information to him. Highly recommend!
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November 2020
Andy has been my accountant for my business and personal returns for over 10 years. He is prompt, honest , and gives me solid advise on adjustments needed for the upcoming year. I would recommend Andy to any business or person looking for an accountant or financial advisor/planner.
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October 2020
As a small business owner, it’s extremely important to always keep up with the changing IRS regulations and codes. Andy always notifies me when there is a change in favor of small business owners. He has also kept me informed of all the grants available during the Covid19 pandemic. No need to look around anymore. Andy...
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From Andrew B. Ellis, CPA
Andy Ellis, CPA/PFS®, CFP®, CFA® is Your Retirement Tax Specialist CPA in Knoxville, TN. Andy works to effectively lower the tax burden of Social Security, Pensions, IRAs, 401Ks, and other Qualified Retirement accounts.
His typical clients are retirees who are concerned about taxes from large qualified plan balances and pre-retirees who are interested in avoiding capital gains tax on their appreciated assets.
The typical planning process often includes Roth IRA Conversion Strategies, Estate and Gift Planning, and Charitable Giving analysis as part of his signature process to maximize tax savings.
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