Expert tax preparation, financial planning, and accounting for individuals and business. Serving the Howell, Michigan area for over 25 years.
About Us:
Brian D. Ellison
Extensive Education and Accreditation:
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ATA: Accredited Tax Advisor: This credential for practitioners who handle sophisticated tax planning issues, including ownership of closely held businesses, qualified retirement plans and complex estates. Applicants must score 70 percent or higher on the ATA exam and have five years of work experience in tax preparation, compliance, tax planning and consulting, of which 40 percent must be in tax planning and consulting.
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ABA: Accredited Business Accountant: This credential is for practitioners who specialize in the needs of small to midsize businesses and in financial services to individuals and families. Candidates must have three years of related work experience and receive 70 percent or better on both sections of the eight hour ABA exam, which covers financial accounting, reporting, statement preparation, taxation, business consulting services, business law and ethics.
ATP: Accredited Tax Preparer: Demonstrated a thorough knowledge of the existing tax code and the preparation of individual, corporate, and partnership tax returns. Individuals must have three years of work experience in tax preparation. Beyond that, candidates can qualify for the ATP credential by receiving a 70 percent or higher score on the ATP exam of by demonstrating the successful completion of at least 60 hours of qualifying education in tax preparation and or planning. Enrolled agents, CPAs, state licensed accountants, attorneys, current ATA credential holders and individuals with a graduate degree in taxation also are prequalified for this credential.
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CFP: Certified Financial Planner: Individuals earning this credential have met rigorous professional standards and agreed to adhere to principles of ethical and professional responsibility in their interactions with clients. Applicants must meet requirements for education, experience and ethics, in addition to passing a comprehensive exam. Certification must be renewed every two years.
Methods of Payment: Cash and Checks are accepted (sorry, no credit or debit cards).
Contact Brian D. Ellison, ABA, ATA, ATP, CFP today at 517-618-7550 for all of your accounting needs! |
