ABout Kevin P. Ellis

Estate and Tax Planning, Handled With Care

Complex Tax Matters, Clearly Sorted Out

Kevin P. Ellis, CPA, CCFC

I founded Kevin P. Ellis CPA, P.C. in 2013 to bring clarity to the areas of tax that families and fiduciaries find hardest to handle alone: trusts, estates, gifts, and fiduciary accounting. I work directly with executors, trustees, attorneys, and other advisors on estate and tax planning, formal trust and estate accountings, and trust, gift, estate, and inheritance tax returns.


Before opening my firm, I spent years in audit and assurance, corporate accounting, and tax, including supervising a tax department that served high-net-worth individuals, trusts, estates, and businesses. That range of experience means I look at every return and every plan with the full financial picture in mind.



Attorneys are a core part of my practice. As a CosmoLex Accounting Partner, I help law firms build accounting processes that improve profitability and cash flow, and I handle complex tax planning and preparation for law partners at firms ranging from regional practices to AM 100 firms. For individuals and families, I offer tax planning and preparation, personal CFO services, and financial coaching.
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I believe the people settling an estate or managing a trust deserve clear answers, careful work, and a steady hand throughout the process.

Attorneys are a core part of my practice. As a CosmoLex Accounting Partner, I help law firms build accounting processes that improve profitability and cash flow, and I handle complex tax planning and preparation for law partners at firms ranging from regional practices to AM 100 firms. For individuals and families, I offer tax planning and preparation, personal CFO services, and financial coaching.



I'm a New York licensed CPA and a Certified College Financial Consultant, with an MBA in Public Accounting and Taxation from St. John's University's Tobin College of Business and a BBA from Loyola University Maryland. Outside the office, my family and I volunteer with Last Chance Animal Rescue and have fostered more than 150 cats and dogs on their way to permanent homes.

Trust · Estate · Divorce Financial Analysis

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Currently serving Nassau County, Suffolk County, and New York City. If you've been referred by your attorney, or you're an executor, trustee, or beneficiary trying to sort out what comes next, reach out — I'll get back to you directly.