Ellen brings much more to her tax and accounting practice than the usual business and tax consultant. Her passion and enthusiasm create a strong and unique relationship with all of her clients. This approach allows her to understand the specific needs of each taxpayer and business owner. When it comes to her clients there is no length she won’t go to ensure their success and future growth.
Moreover, she focuses not just assisting the client but educating them as to their choices and implications along the way. This is key to ensuring that each client will have the tools necessary to make an informed decision as it relates to their own personal or business financial and tax needs.
Personal Profile
Ellen and her husband Brian have been married for 32 years. They have resided in Wilton, CT for 21 years and have raised three wonderful boys. Ellen is active in community service, providing not only financial advisory services to a number of non-profit organizations and community based organizations, but taking on leadership roles in those entities as well.
Client Focus and Professional Profile
Ellen has experience working with many clients in a wide variety of industries throughout the country. Her knowledge is consistently up to date in the areas of Taxation, Payroll Compliance, Business Development, Ethics, and much more. For small to medium-sized businesses, Ellen provides comprehensive accounting services, including individual, corporate, partnership, nonprofit income tax returns, compilations, reviews and payroll tax reports. She also has a deep breadth of experience and knowledge in business consulting and supporting computerized accounting systems. Ellen has extensive knowledge in the area of Foreign Earned Income reporting, Foreign Asset Tax Compliance reporting (FATCA), and Foreign Bank and Financial Account reporting (FBAR).
Education, Professional Memberships & CPA Licenses
Ellen holds a BS in Accounting from The Boston College Carroll School of Management where she graduated summa cum laude. She began her career as an auditor with PwC in New York City where her concentration was banking and financial services companies. She moved to a regional firm where she focused solely on the small business owner and taxation. Ellen is a member of American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants, and the New York/Connecticut Association of Tax Professionals. She is also a member of the National Association of Professional Women. She is licensed as a Certified Public Accountant in Connecticut and Massachusetts