Elite Tax Partners
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online, ADP
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Elite Tax Partners | home page | |
| Website | https://elitetaxpartners.com/ | home page | |
| Office locality | Temecula, CA | home page | |
| Phone | +19516331040 | home page | |
| Offers bookkeeping | Documented: ...Financial Planning * Financial Coaches will help you change your family’s future. Bookkeeping Know exactly where your business is so that you can make wise financial decisions.... | home page | |
| Payroll coordination | Documented: ...Tax Planning We help our clients avoid overpayment of taxes through efficient planning. Payroll Our fast, friendly and affordable payroll will give you peace of mind while you run... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...integration. At Elite Tax Partners, she manages and reviews client books to ensure financial statements are accurate and tax-ready, working closely with the tax team to align... | /about | 6 pts (max 6) |
| Software supported | QuickBooks Online, ADP | /about | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Nicole Albrecht · Enrolled Agent, Annual Filing Season Program record (on the IRS record) · business name on the record: Elite Tax Partners, Inc. | IRS preparer records Third-party Nov 10, 2026 | 6 pts (max 6) |
| Onboarding described | Documented: ...lists that require you to change your behavior have proven to be extremely ineffective. Our process puts "behavioral guardrails" in place that allow you to achieve your objectives... | /profit-first | 4 pts (max 4) |
| Named contact / team | Nicole Albrecht, EA | /about | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Elite Tax Partners' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-08-14) lists Nicole Albrecht under the business name 'Elite Tax Partners, Inc.' in Temecula, CA. The record lists: Enrolled Agent, Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 19 of 21 evidenced items come from Elite Tax Partners's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.