MEET ELITE TAX PARTNERS

As your financial problem-solvers, we’re here to help you reach your goals with our unique foolproof strategies.

Hello, it's nice to meet you!

Elite Tax Partners doesn’t represent numbers. We represent the people behind the numbers – the entrepreneurs who work tirelessly for the success of their business! We are committed to providing you a plan to help improve your business and meet your financial goals. Our clients represent a cross section of small and medium-sized businesses in Southern California.

OUR SOLUTIONS

MEET THE ELITE TAX PARTNERS TEAM

Nicole Albrecht, EA CTC

Founder

At only age 18, Nicole Albrecht was already a struggling single mom. Financial strain and tough parenting decisions were a constant burden. Her personal goal to further her education was regularly challenged. Through unwavering grit and determination, Nicole fought through every obstacle to achieve career success and financial peace.

Thanks to mentorship and coaching from some of the nation’s top business leaders, Nicole Albrecht has excelled in her industry. She is the Senior Tax Advisor of Elite Tax Partners. Nicole has enjoyed helping business owners create tax and financial strategies to improve business processes and profitability.

Nicole is an active participant in the community. She was awarded Temecula Citizen of the year in 2012 and Volunteer of the year for 2013. Recently, she was awarded Temecula’s Joan Sparkman Unity Award. Along with her team, she actively leads Financial Peace University, a course designed to teach individuals and families to get out of debt and start saving. Financial Guru, Dave Ramsey, has endorsed Nicole Albrecht as Temecula Valley’s #1 Tax Expert.

Nicole’s vision is to help provide hope and inspire change so that others learn to live modestly, leave a legacy and help change the world.

Kelly MacArthur, EA

Tax Preparer

Kelly MacArthur has been a resident of the Temecula Valley since moving to the area from Los Angeles at an early age in 1989. Kelly’s original career goal was to be an elementary school teacher but as her education and work experience progressed, she came to realize that working with numbers gave her greater satisfaction.

Kelly became a CTEC licensed tax preparer in 2004 and has prepared taxes for 19 years, completing thousands of tax returns. In addition to her certification with the state of California, Kelly has been a member of the IRS Annual Filing Season Program since it began in 2015, demonstrating the highest commitment to continued education in changing tax laws. Kelly has passed the IRS Special Enrollment Exam series and is an Enrolled Agent.

Kelly enjoys partnering with her clients to understand their tax returns and to plan for specific tax goals. She believes that through working together on a tax plan, “tax time” can be less frustrating and hold fewer unpleasant surprises for our clients.

Rob Britton, CFP®, CFA

Senior Wealth Advisor

Rob Britton has joined Elite Tax Partners with over fifteen years of investment experience. Rob’s interest in investments is rooted in his desire to help ordinary people make smart choices and look forward to retirement instead of stressing about it. Rob is focused on fully understanding each of his client’s unique circumstances and giving advice in plain language.

Prior to joining TCG, Rob was a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.

He holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations. Rob graduated from San Diego State University with a B.A. in International Economics.

Rob and his amazing wife Lacey reside in the Temecula Wine Country and are parents to three daughters Kennedy, Dylan and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis and tending his year-old grape vines in hopes of someday making his own wine!

Matthew J. Anderson, CFP®, AIF®, EA

Senior Wealth Advisor

Matt Anderson is the Senior Wealth Advisor at TCG Advisory Services and Elite Tax Services. Before joining us, Matt was the Senior Advisor of Wealth Management Consulting at 1st Global in Dallas TX. He has over 14 years financial services industry experience, including financial and tax planning, business development, investments, trading, education and insurance.

Matt has held positions with both major publicly traded investment firms as well as family offices. He is also an adjunct professor of financial planning and investment markets at The University of California, San Diego (UCSD).

He is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary, as well as an Enrolled Agent who may represent taxpayers before the IRS. Matt attended undergrad and grad school at San Diego State University (SDSU) as well as extended studies at Oxford University.

In Matt's free time he enjoys travelling, cooking, playing golf and spending quality time with his beautiful wife Jenny and strapping young boys Connor and Finn.

Biff Euler

QuickBooks Guru

Biff Euler obtained a degree in accounting, saw the writing on the wall in the early days of the internet and became a systems engineer, supervisor, and manager for companies like IBM Global Services, Pacific Bell and Intuit. After almost 20 years at Intuit, he retired and went back to his roots of bookkeeping and tax preparation. He is certified as a QuickBooks Online ProAdvisor and continues to update his skills In certifying in QuickBooks Payroll, QuickBooks Advanced and CTEC Registered Tax Preparer.