Phoenix, AZ Meeting: Online or In-Person Offered
Language(s): English, Spanish

Peter Ellefson is a Tax Strategist with nearly four decades of experience guiding individuals, families, and businesses through complex tax, financial, and investment decisions. He is also a Certified Tax Advisor, fiduciary investment advisor, real estate broker, and insurance broker — and a successful entrepreneur who has founded and managed multiple businesses and real estate holdings. Backed by a Bachelor's degree in Marketing, Peter combines deep tax expertise with real-world business experience to deliver results-driven strategies few professionals can match.

Licensing & Credentials

Real Estate Broker/Realtor RIA - Registered Investment Advisor

Services Offered

Accounting or Bookkeeping Financial Services Insurance Payroll Tax Advising Tax Prep

Tax Specialties

Cryptocurrency Real Estate Small Business

Where I Provide Services

Serve all 50 states Arizona Alabama Alaska Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming