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BBB Accredited Business since 09/12/2008

Elite Tax Advisors, Insurance, Investments & Retirement Services, Inc. (Headquarters)

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Phone: (813) 261-5001Fax: (941) 866-0979View Additional Phone Numbers550 North Reo St., Suite 300, TampaFL 33609

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BBB Accreditation

A BBB Accredited Business since 09/12/2008

BBB has determined that Elite Tax Advisors, Insurance, Investments & Retirement Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

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Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Elite Tax Advisors, Insurance, Investments & Retirement Services, Inc.'s rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Elite Tax Advisors, Insurance, Investments & Retirement Services, Inc.

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 09/02/2008Business started: 03/01/2007
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Department of Financial Services
200 E Gaines St
Tallahassee, FL32399
(877) 693-5236
http://www.myfloridacfo.com

Sarasota County Tax Collector - Business Tax
101 S Washington Blvd
Sarasota, FL34236-6940
(941) 861-8300
http://www.SarasotaTaxCollector.com

Hillsborough County Business Tax Receipt
601 E Kennedy Blvd 14th Fl
Tampa, FL33602-4156
(813) 635-5200
http://www.hillstax.org/occweb/default.asp

BBB records show a license number of P084506 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.

Type: Dept of Financial Services

BBB records show a license number of 990010094209 for this company, issued by Sarasota County Tax Collector - Business Tax. Their web address is http://www.SarasotaTaxCollector.com.

Type: County Business Tax Receipt

BBB records show a license number of L048733 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.

Type: Dept of Financial Services

BBB records show a license number of 235058 for this company, issued by Hillsborough County Business Tax Receipt. Their web address is http://www.hillstax.org/occweb/default.asp.

Type: County Business Tax Receipt

BBB records show a license number of P081126 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.

Type: Dept of Financial Services

BBB records show a license number of L068411 for this company, issued by Department of Financial Services. Their web address is http://www.myfloridacfo.com.

Type: Dept of Financial Services

Type of Entity

Corporation

Incorporated: March 2007, FL

Contact Information
Principal: Mr. Robert L. Donofrio (President)Ms. Monica Donofrio (Receptionist)Ms. Kellie Morris (Director of Operations)Mr. Edward M. Zentz (Senior Tax Advisor)
Business Category

Financial Advisors, Insurance Companies, Estate Planning Management Companies, Tax Consultants

Products & Services

This company offers tax advisory, tax preparation, investments, & estate planning.

Alternate Business Names
Elite Tax Advisors, Inc.

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.