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RETIREMENT TAX PLANNING AND PREPARATION FOR SENIORS & NEAR-RETIREES.
"As a highly credentialed CPA, PFS®, CFP®, and CFA® specializing in retirement tax planning and tax preparation, 9 times out of 10, I save my clients thousands of dollars every year in areas their regular CPA or financial advisor has usually missed."

-Andrew Ellis, CPA, CFP, CFA

Your Dedicated Personal CPA Serving Knoxville Area Residents

Knoxville investors deserve a dedicated “personal CPA” that’s truly focused on the needs of individuals. That’s where I set myself apart. Fewer business clients means more time and attention for individual clients, so I can find huge tax savings for their individual needs.

Book Your Personal Tax Review

HAVING A GREAT PERSONAL CPA IS A CRUCIAL PART OF SMART FINANCIAL PLANNING.


Here’s what sets my practice apart:
Education: As a Chartered Financial Analyst (CFA), the Gold Standard in the investment industry, I’m one of a handful of elite CPAs nationally who holds this designation, making me uniquely qualified to understand your financial investments and retirement planning, as well as other typical individual tax concerns. I also hold a designation as a Certified Financial Planner (CFP).
Experience: In my +20-year career as a CPA, I’ve helped hundreds of retirees with their retirement and other tax planning concerns and as an independent business owner, I’ve been doing things "my way" for more than fifteen years, professionally.
Process: All my clients start with a quick phone call for an initial needs assessment. Our first scheduled appointment explores their financial landscape while identifying goals and concerns. With that information, I can usually find them big ways to save more money for today, tomorrow, and years to come.
Current Environment: The landscape is always changing. The Tax Cuts and Jobs Act of 2017 was a boon for many Americans that drastically simplified filing. However, it also dramatically changed the tax landscape for both retirement and non-retirement accounts. The potential impact of the Secure Act will further muddy the waters for retirement investors and their advisors. I’m here to help. Check my blog for more info and updates as they come available.
Local: As a Knoxville-based CPA, I don’t have to do business face-to-face, but an advisor relationship is built on faith and trust. That’s why I keep client meetings face-to-face as often as possible.

HOW I CAN HELP:

As your personal CPA, the majority of my clients are individuals. They are often retirees with concerns about taxes from large qualified plans or pre-retirees who interested in avoiding capital gains and other more immediate taxes.

Too many CPAs divide tax time between business and individual accounts. As a result, complex personal tax concerns do not get the planner’s full attention. I want to change that.

Here’s what sets my practice apart:
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Income Taxes
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Personal Investing
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Estate Planning
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Medical Expenses
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Education Plans
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Charitable Gifting
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Retirement Considerations
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And more

Meet Your Personal CPA:

Andy Ellis is your “personal CPA.” Andy works solely with individual investors and their families; his focus is on minimizing income and other individual taxes. He applies a thoughtful time-tested process to uncover overlooked issues, lowering the individual’s tax burden. Andy catches what others may miss.

Investment advisors help maximize your investment returns
Your Personal CPA will maximize your tax savings
Result: More money for you and your family
Common Questions and Effective Strategies
Blog & News
Biden’s Plans for Your Estate Plan - Part 3 of 3
How Biden’s tax plan would affect gifting and the money your heirs might not see
The Biden Effect On Capital Gains Taxes - Part 2 of 3
How Biden’s tax plan may eliminate favorable capital gains rates
The Biden Plan for Your 401(k) - Part 1 of 3
How Biden’s tax plan could affect your IRA/401(k) retirement savings
CFP Board AICPA CFA Institute FPA NAPFA
Andy Ellis, CPA/PFS® , CFP®, CFA®
The Personal CPA
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
865-344-2965
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