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    Elite Financial Services

    1.0 (2 reviews)
    Closed • 8:00 am - 5:00 pm

    Services - Elite Financial Services

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    3 years ago

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    Melissa Petrie, CPA, MST

    Melissa Petrie, CPA, MST

    (9 reviews)

    Our firm has worked with Melissa for two years now. She initially rescued us from several years of…read moreawful service from a financial company handling our books, payroll and tax returns. We were receiving letters from the FTB and IRS regarding mishandled returns. Melissa patiently and methodically helped us address the state and fed and carefully refiled about 3-years worth of returns on our behalf. At the speed of government it's taken almost the time we've been together to clean up our tax records. In the meantime we've filed 2 returns with her. We're amazed by the tax advice and the research she has done on our behalf to get us the best possible outcomes and to plan ahead instead of after the fact. Melissa is a straight shooter, tells us like it, both good and bad, and advocates for us. She has prepared both our corporation and personal taxes and neither is easy. If you want shortcuts, she is not your person, but if you are looking for solid tax advice, forward thinking planning and solid tax returns, we highly recommend Melissa for your business and/or personal needs. Paul Kelley Paul Kelley Architect, Inc.

    We've worked with Melissa Petrie for nearly ten years, and I honestly can't imagine trusting anyone…read moreelse with our taxes. She is not only incredibly knowledgeable and detail-oriented, but she genuinely cares about her clients. Over the years she's helped me navigate everything from routine tax filings to complex business and personal financial decisions -- always explaining things clearly and making sure I understand the "why" behind the tax law and her recommendations. I never feel rushed or embarrassed to ask questions, and I always come away feeling more informed and confident in our decisions. She helped us successfully navigate a difficult long-term tax issue with the IRS -- and thanks to her thoroughness and persistence, we didn't have to pay for a mistake that wasn't ours. She consistently brings us new tax information as it becomes available and explains how it could affect us -- both as a business and personally -- along with smart ways to take advantage of benefits or minimize any negative impact. She helps us plan ahead in ways that have saved us stress and money! Her fees are more than reasonable given the quality, care, and peace of mind she provides. Having been through several CPA's before finding Melissa, I can tell you that it's rare to find someone who is this skilled and proactive. If you're looking for a CPA who is trustworthy, experienced, and truly invested in your success, I can't recommend Melissa highly enough.

    Elite Financial Services - taxservices - Updated October 2026

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