Andy Ellis - Knoxville CPA Individual Tax Specialist

Andy Ellis - Knoxville CPA Individual Tax Specialist


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35.922662572626
-84.131985628373

Business details

Andy Ellis - Knoxville CPA Individual Tax Specialist

  • 9721 Cogdill Road
  • Suite 101
  • Knoxville
  • TN
  • 37932

About Andy Ellis - Knoxville CPA Individual Tax Specialist

Andy Ellis, CPA/PFS®, CFP®, CFA® is Your Retirement Tax Specialist. Andy works to effectively lower the tax burden of Social Security, Pensions, IRAs, 401Ks and other Qualified Retirement accounts.

Our 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.

Our typical planning process often includes Roth IRA Conversion Strategies, Estate and Gift Planning and Charitable Giving.

Categories: tax consultants Keywords: CPA, Certified Public Accountant, Personal Financial Specialist, CFP, Certified Financial Planner, CFA, Chartered Financial Analyst

Opening Hours

Monday: 08:00 to 16:30
Tuesday: 08:00 to 16:30
Wednesday: 08:00 to 16:30
Thursday: 08:00 to 16:30
Friday: 08:00 to 16:30
Saturday: Closed
Sunday: Closed

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Andy Ellis, CPA/PFS®, CFP®, CFA®
Retirement Tax Specialist.

More information

Associations include: AICPA, CFP Board, CFA Institute, Financial Planning Association, NAPFA - The National Association of Personal Financial Advisers
Specialities: Tax Planning for Retirement
Services include: Individual Tax Planning, Specialized Tax Preparation & Filings, Social Security Tax Planning, Pension Tax Planning, Qualified Retirement Account (IRA & 401K) Planning

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