Ken Elliott

Tax Manager

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Winston-Salem, North Carolina, United States

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Timeline
About me
Owner at J. Ken Elliott, CPA, PFS, CFP®
Education
- R.J. Reynolds High School
  -
  High School Diploma
  Class of 1979
- High Point University
  -
  Bachelor of Science (BS) Accounting; Business Administration & Economics
  Graduated with Honors. Double major.
- Forsyth Technical Community College
  -
  Associate of Science (AS) Computer Science
- College for Financial Planning
  -
  Certified Financial Planner An intensive two year seven course study of the total financial planning process.
- East Carolina University
  -
  Bachelor of Science Transfer to HPU
  Activities and Societies: Pi Kappa Phi
- Forsyth Technical Community College
  -
  Business Administration/Microcomputing
Experience
- Terry Alexander CPA, PA
  Jan 1991 - Jan 1994
  Tax Manager
  Gained exceptional experience working with Terry Alexander (deceased). The North Carolina Association of Certified Public Accountants have an annual award in recognition of his achievements. RIP my friend and mentor.
- Royster Smith Shelton & Company (CPA's - Merged with Dixon Hughes Goodman, LLP)
  Jan 1994 - Jan 1998
  Senior Accountant
- BB&T
  Jan 1998 - Jan 2002
  Corporate Tax Accountant
- Bailey & Thomas, PA (Attorneys at Law)
  Jan 2002 - Nov 2015
  Tax Manager/Controller - CPA, PFS, CFP®
  Tax Manager/Controller
- J. Ken Elliott, CPA, PFS, CFP®
  Nov 2015 - now
  Owner - CPA, PFS, CFP®
Licenses & Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Public Accountant
- Certified QuickBooks ProAdvisor
- Personal Financial Specialist (AICPA)