At Concord Point CPA & Advisory, we guide you through financial waters with clarity and confidence.
Guidance that illuminates your financial path
Services
Divorce Financial Analysis
Expert financial analysis, support and planning for informed decision making, reducing stress and clarifying your options when you need it most.
Concierge Financial Services
From services referred to as Daily Money Management to Personal or Family CFO services, we help clients organize, oversee and manage their personal or professional financial affairs.
Tax Planning & Tax REturns
Comprehensive tax strategy, tax preparation, tax filing, accounting services and asset preservation insight to optimize your deductions and improve your financial well-being.
Reviews
Ellen found a major mistake made by another CPA who prepared my tax returns. She saved me thousands of dollars in taxes. I highly reccommend working with her.
Travis R.
Concord Point has assisted me with a highly complicated divorce case with numerous assets at play; forensic, financial analysis, accounting with numbers of accounts were expertly prepared/done.
Iris S.
A nationwide firm claimed I couldn’t claim certain deductions, though Ellen did the research and found the reasons why I could.
David D.
Concord Point CPA & Advisory 