Disclosures & Licensure

Current Licensure & Services

The principal of H. Elliot Associates, LLC is a federally licensed Enrolled Agent (EA) authorized to practice before the U.S. Internal Revenue Service pursuant to Treasury Department Circular No. 230. Under this licensure, the firm provides:

• Retirement planning (Roth conversions, RMDs, Social Security taxation, qualified-plan distributions, and the tax aspects of retirement decisions)
• Individual and small-business tax preparation
• Year-round tax planning
• IRS examination, collection, and appeals representation

Retirement-related engagements focus on planning and the tax mechanics of retirement and do not include the recommendation, selection, or management of securities or investment portfolios.

No Investment-Adviser Registration

H. Elliot Associates, LLC is not currently registered as an investment adviser with the United States Securities and Exchange Commission or with any state securities authority. The firm does not currently provide investment advisory services, manage client assets, or accept compensation for investment advice. The firm is not affiliated with any broker-dealer and does not effect securities transactions.

Educational Content Only

Information presented on this website — including any reference to retirement, investment, estate, or other non-tax financial topics — is provided for general educational purposes only. Such content does not constitute investment, legal, or other personalized advice and should not be relied upon as a recommendation to buy, sell, or hold any security or to pursue any particular financial strategy. You should consult with appropriately licensed professionals regarding your individual circumstances.

Tax Advice Disclosure

Tax-related discussions on this site or in client communications are general in nature unless tied to a specific engagement. Personalized tax advice is provided only under a written engagement letter. Tax laws change frequently; conclusions drawn at one time may not apply at another.

Marketing & Communications

This website is intended as a communication with the public regarding the firm's tax services and pending credentials. The firm strives to ensure that all content is fair, balanced, and not misleading. If you believe any statement on this site is inaccurate, please contact the firm at the address below so that a correction may be reviewed and, if appropriate, made.

Third-Party Links

Links to third-party websites are provided for convenience only. The firm does not endorse, approve, certify, or control these external sites and does not guarantee the accuracy of their content. Use of any third-party site is at the user's own risk.

Contact for Compliance

For compliance-related inquiries or to report a concern about a statement made on this site, please write to helliotassociates@gmail.com or call (571) 598-5790.