Who We Are
Our story begins with the struggles that many owner-managed businesses face when it comes to accessing tax planning advice.
During Manny’s 12+ combined years at a Big Four and National Firm, he noticed a common theme with new clients – many of them joined a larger firm because they “outgrew” their previous Accountant. Specifically, many new clients shared that they were not receiving any tax planning advise they thought they needed.
Although these new clients were not “ultra high net worth”, they had business and family wealth that were still quite sizable and certainly warranted tax planning attention.
Manny saw a huge opportunity.
What if these business owners, who are otherwise happy with their current Accountant/CPA, and value the intimidate and approachable services they receive with them, could still gain access to sophisticated tax planning?
And so, ELPC Tax was founded.