Ellen began practicing tax in January 2013 after 11 years working as a junior portfolio manager in the investment management industry and returning to school to become an Enrolled Agent and Certified Public Accountant. 2023 will be her/their 11th tax season.
Before opening her own practice, she worked at a public accounting firm in Silicon Valley for over six years, of which her last 2 years were as a Manager responsible for 450 accounts.
Ellen's practice provides a virtual/remote tax & accounting service utilizing modern collaboration tools which are user friendly and secure. She is an NTPI Fellow® specializing in representing taxpayers before the authorities, and a Certified Quickbooks Advanced ProAdvisor. Their firm also offers specialized services related to Estate and Trust tax matters and administration.
Ellen has been a resident of Pacifica and has worked as a financial professional on the peninsula since 2001. She enjoys strength training and has been thrilled to start seeing live music all over the Bay Area again.
BS Finance, Brigham Young University 1997
MBA, Brigham Young University 2000
6 Accounting Certificates, San Mateo CCD 2012
CPA - Certified Public Accountant (CA)
EA - Enrolled to practice before the IRS
an NTPI Fellow®
Certified Quickbooks Advanced Online ProAdvisor
AICPA - American Institute of Certified Public Accountants
CalCPA - California Society of Certified Public Accountants
NAEA - National Association of Enrolled Agents
PO Box 1791
Pacifica, CA 94044