About Ellis & Ellis PLLC
<p>From its Charleston headquarters in the Kanawha Valley, Ellis & Ellis PLLC works with clients across West Virginia and nearby states on accounting and tax matters. The firm is an audit and accounting practice that also supports employers connected to <a href="/retirement-plans">retirement plan providers</a> when tax and reporting questions come up.</p> <p>Founded in 2003, Ellis & Ellis PLLC provides individual and business tax preparation, along with tax planning designed around each client’s situation. The firm also represents clients in IRS audits and helps respond to notices, document requests, and follow-up questions.</p> <p>What sets the practice apart is the mix of day-to-day tax preparation and hands-on IRS audit representation under one roof, so clients can keep working with the same team from filing through examination.</p> <ul> <li>Individual and business tax preparation</li> <li>Strategic tax planning</li> <li>IRS audit representation</li> <li>Accounting support for West Virginia and surrounding states</li> </ul>
Website: http://www.elliscpa.com/
Founded: 2003
Office Locations
- Charleston, WV (Headquarters)
Audit Statistics (2024)
- Total Plans Audited: 3
- Total AUM Audited: $15.8M
- 401(k): 3 plans, $15.8M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| PRESTERA CENTER FOR MENTAL HEALTH SERVICES, INC. 401(K) RETIREMENT PLAN | PRESTERA CENTER FOR MENTAL HEALTH SERVICES, INC., WV | $13M | 541 |
| FORTH'S FOODS, INC. 401(K) PLAN | FORTH FOODS, INC, WV | $13M | 385 |
| GINO'S DISTRIBUTING, INC. 401(K) PLAN | GINOS DISTRIBUTING, INC., WV | $2M | 251 |
| BETTER FOODS, INC. 401(K) PLAN | BETTER FOODS, INC., WV | $1M | 275 |