About the Founder

Professional Summary

• Over eighteen years of experience as a Certified Public Accountant
• Currently the Principal of The John Ellis Company servicing Small to Mid-Market companies and their owner/officers located from New York to Malaysia
• Published articles in Singular Magazine
• Has been used as an expert in on-line articles in FoxBusiness.com, Kiplinger.com, Bankrate.com, Yahoo! Finance, WalletPop on January 14, 2010, WalletPop on January 26, 2010 and SmartMoney.com
• Has been featured in past articles in California and Ohio newspapers including the Wall Street Journal and Accounting Today
• Received letters of commendation from the SEC and the State of Ohio
• Has been used as a subject matter expert in a CPA malpractice suite

Educational Background

• John Ellis CPA received his Bachelor of Science Degree in Accounting in 1986 from California State University; Northridge and was certified as a California CPA in 1990

Professional Organizations

• American Society of Certified Public Accountant (AICPA)
• California Society of CPAs
• Institute for Professionals in Taxation
• Los Angeles Customs Brokers and Freight Forwarders Association (LACBFFA)
• American Society of Tax Problem Solvers (ASTPS)
• Long Beach Chamber of Commerce
• Los Angeles Chamber of Commerce
• Business As Mission Global (BAM)

Political

• Elected Treasurer of the Ventura County Republican Party and the Vice Chairman of the County Treasures Association of the California Republican Party in 2005
• Elected Assistant Treasurer of the Los Angeles County Republican Party
• Has been the treasurer for numerous candidates for public office
• Has been involved as a local concerned citizen, he found a $1.5 Million error of the $3.5 million budgets of the City of Agoura Hills, which resulted in major changes in the accounting practice of the city and almost resulted in the recall of most of the city council members

Personal

John Ellis CPA is currently living in Long Beach and is a third generation Southern Californian. He is a proud father of a daughter who is a corporal in the US Marines. She successfully completed four years of active duty, serving two tours in Iraq, and is currently in the reserves.

In addition to John’s academic studies in tax and accounting he also studied at Life Pacific Bible College where his field of study was theology and biblical Greek.

Achievements

Offer In Compromise

• Settled with the IRS, $500,000 in past due taxes for $50,000
• Settled with the IRS, $100,000 in past due taxes for $100

Advisory Services for Fortune 500 Companies

• Saved one company about $6 million and the other $11.5 million during New York Sales and Use Tax audits
• Developed the policies and procedures in filing Multi-State Sales Tax Returns
• Successful Voluntary Disclosure Agreements
• Reorganized the Sales Tax departments and the integration of one Fortune 500 Company with another

For a Savings and Loan Association [under contract with the Resolution Trust Corporation]

• Outstanding business challenges: Responsible for winding up tax operations before assets were sold
• Successfully appealed a California Franchise Tax Board determination concerning “unitary business” rule. This saved the company over $500,000 in taxes

For a Felony Case

• Qualified as an expert witness in the field of accountancy and worked with the SEC and the Office of the Prosecuting Attorney, Wayne County, Ohio
• Testimony resulted in the accused being convicted of over 125 counts of securities and banking violations. The accused was sentenced to forty years in prison.

For a Small City

• Discovered a $1.5 million error in a $3.5 million budget and improper accounting procedures. This almost resulted in the recall of the city counsel