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Virtual tax & accounting · Pacifica

Your tax and accounting concierge — for the Peninsula and beyond.

Ellen Price, EA CPA offers a bespoke virtual service for individuals and small businesses — combining Enrolled Agent authority, a California CPA credential, and NTPI Fellow® representation.

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Ellen Price, Enrolled Agent and Certified Public Accountant

Ellen Price, EA CPA

Principal · Pacifica, California

  • California CPA
  • Enrolled Agent
  • NTPI Fellow®
  • QuickBooks Advanced ProAdvisor

Services

Tax, representation, and accounting — tailored to how you actually live and work.

From Form 1040s to trust and estate filings, entity returns, and QuickBooks support — a concierge approach for clients who want careful preparation and a clear point of contact.

Individuals & entities

Tax return preparation

Accurate preparation for individuals and small businesses — from personal returns to partnerships, corporations, trusts, estates, and exempt organizations.

  • Form 1040 — Individuals
  • Form 1041 — Trusts & estates
  • Form 1065 — LLC & partnership
  • Form 1120 / 1120S — C Corp & S Corp
  • Form 706 & 709 — Estate & gift tax
  • Form 990 & 1023 — Exempt organizations
  • Form 5500 — Employee benefit plans
  • California sales tax returns
  • B2B preparation & review

Representation

Before the authorities

As an NTPI Fellow®, Ellen communicates with the IRS, FTB, EDD, and CDTFA on your behalf — from notices to examinations and collections.

  • Responding to notices
  • Helping non-filers become compliant
  • Examination and audit representation
  • Installment plans, CNC, and OIC when you qualify
  • Case resolutions with IRS, FTB, EDD, and CDTFA
  • IRS transcript monitoring
  • Tax research and consulting

Bay Area focus

Complex & specialty matters

Support shaped for San Francisco Peninsula and greater Bay Area clients — trustees, investors, entrepreneurs, and family businesses.

  • Trusts & estates; support for new trustees and executors
  • Real estate and rental properties
  • §1031 exchanges
  • Stock options and restricted stock
  • Cryptocurrency
  • Passthrough K-1s
  • Multistate and year-of-move filings
  • Estimates, projections, and planning with your other advisors

Accounting

QuickBooks & business support

A Certified QuickBooks Advanced Online ProAdvisor offering accounting and business services that keep your books clear and decision-ready.

  • Direct interface with QuickBooks Online
  • Financial statement write-ups from bank statements
  • Accounting and management system design
  • Apps, automation, and process tools for accuracy
  • Family CFO services

Specialty focus for Peninsula & Bay Area clients

Trusts & estatesReal estate & rentals§1031 exchangesStock options & RSUsCryptocurrencyPassthrough K-1sSole proprietorsMultistate movesFamily businessesStartups & windupsExempt organizationsAdvisor coordination

NTPI Fellow®

When the letter arrives, you do not have to face it alone.

Ellen represents taxpayers before the IRS, Franchise Tax Board, Employment Development Department, and California Department of Tax and Fee Administration — with a focus on practical resolution and clear communication.

  • Notices & correspondence
  • Audit & examination support
  • Collections: installment, CNC, OIC
  • Non-filer compliance pathways
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“Your tax and accounting concierge offering a bespoke virtual service.”

Secure, modern collaboration — without the revolving door of a seasonal tax shop.

Practice since
2013
Peninsula roots
Since 2001
Credentials
EA · CPA
Service model
Virtual-first
Ellen Price smiling outdoors in Pacifica area attire

About Ellen

A principal who knows both markets and returns.

Ellen began practicing tax in January 2013 after eleven years as a junior portfolio manager in investment management and returning to school to become an Enrolled Agent and Certified Public Accountant.

Before opening her own practice, she worked at a public accounting firm in Silicon Valley for over six years — including two years as a manager responsible for roughly 450 accounts.

A Pacifica resident and peninsula financial professional since 2001, she provides a virtual tax and accounting service with specialized support for estate and trust tax matters and administration.

Education

  • BS Finance, Brigham Young University (1997)
  • MBA, Brigham Young University (2000)
  • Six accounting certificates, San Mateo CCD (2012)

Credentials

  • CPA — Certified Public Accountant (CA)
  • EA — Enrolled to practice before the IRS
  • NTPI Fellow®
  • Certified QuickBooks Advanced Online ProAdvisor
LinkedIn profile Request an introduction

How it works

A clear path from introduction to confident filing.

  1. 01

    Reach out

    Share a short note about your situation — especially if you were referred. Introductions help Ellen understand fit for a premium, remote engagement.

  2. 02

    Clarify the picture

    Together you outline returns, notices, trust or entity needs, and timing — so the scope matches your facts before work begins.

  3. 03

    Prepare with care

    Returns, representation, and accounting support are handled with modern collaboration tools that are user-friendly and secure.

  4. 04

    Stay coordinated

    Ellen plans alongside your other trusted advisors and keeps communication clear as deadlines and tax-authority matters move.

FAQ

Answers clients ask before they reach out.

Who does Ellen Price, EA CPA serve?
Individuals and small businesses on the San Francisco Peninsula and greater Bay Area — with a virtual, bespoke service that also supports clients who prefer remote collaboration. Specialty depth includes trusts and estates, entity returns, stock compensation, cryptocurrency, and representation before tax authorities.
What credentials does Ellen hold?
Ellen is a California Certified Public Accountant (CPA), an Enrolled Agent authorized to practice before the IRS, an NTPI Fellow®, and a Certified QuickBooks Advanced Online ProAdvisor. She is affiliated with AICPA, CalCPA, and NAEA.
Is the practice virtual or in-person?
Ellen offers a virtual and remote tax and accounting service using modern, secure collaboration tools. The practice is based in Pacifica and specializes in serving the San Francisco Peninsula and greater Bay Area.
Do you help with IRS or California notices?
Yes. As an NTPI Fellow®, Ellen communicates with the IRS, FTB, EDD, and CDTFA on your behalf — including notices, examinations, collections issues such as installment plans, CNC, and offers in compromise for those who qualify, and related research.
How do I request an introduction?
If you have a referral, mention who referred you when you reach out through the contact page. Availability can be limited; trust and estate filing needs are a particular focus when capacity opens.
Where is the firm located?
Mailing address: PO Box 1791, Pacifica, CA 94044. Service is delivered virtually for Peninsula and Bay Area clients.

Contact

Ready for a more considered tax relationship?

Availability can be limited. If you have a referral, please say who referred you when you get in touch — especially for trust, estate, or complex entity matters.

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Ellen Price, EA CPA

Mailing address PO Box 1791
Pacifica, CA 94044

Service area San Francisco Peninsula & greater Bay Area · virtual service

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