ABOUT US

About The Company


Headquartered in Baton Rouge, Louisiana with satellite offices and on-site mobility capabilities, Elite Financial Services, LLC represents and services clients nationwide. Our firm specializes in all tax matters, from preparation and planning, to representation and audit assistance. Our bookkeeping services will keep you on top of your finances so you can make your financial decisions for your business with confidence. 

At Elite we focus on the bigger picture, overall financial well-being that lasts. EFS was created to help small businesses and individuals not only by providing financial services but also through financial education. By providing seminars, workshops and training sessions we are able to help our clients learn how to get where they want to be and stay there.

We are a team of Tax and Accounting professionals that are educated, experienced and have a history of success in satisfying client needs. We also work with certified financial planners and investors that are eager to assist you. Elite Financial Services, LLC is your one stop shop for all of your financial needs. 

Some additional services that we offer are payroll, estimated tax payments, QuickBooks setup and training, business plans and financial projections, personal budgets and 501(c)(3) applications. Contact us today for more information about the company and services provided. 

Get in Touch

At Elite Financial Services we know how important it is to have someone you trust to handle your finances. That's why we offer free and confidential consultations so you can get to know us better. Schedule your appointment to speak with someone from our staff. We look forward to working with you to accomplish your financial goals.

Contact Us

Meet The Team 

Owner

Naomi C. Anthony, MAcc, EA

After working in the financial services industry for nearly ten years, Naomi set out to start Elite Financial Services, LLC. She has experience in personal finance, small business for profit and non-profit accounting as well as tax preparation, planning and representation. Her goal is to provide affordable financial solutions to those in need in order to help small businesses and individuals achieve their highest potential. 

Education

University of Phoenix

Master of Science, Accountancy 2010

Southeastern Louisiana University

Bachelor of Science, Finance 2008

Licenses & Certifications

  • Internal Revenue Service Enrolled Agent 
  • Series 6 Securities License
  • Certified QuickBooks ProAdvisor

Affiliations

  • National Association of Enrolled Agents- Member
  • Louisiana Society of Enrolled Agents- Member
  • National Association of Certified Public Bookkeepers- Member

Judith Sinclair

Tax Preparer, Budget Specialist

I have a B.S. in Computer Science from LSU-BR. I have a Series 7; Series 66 and State Life and Health Insurance License with Louisiana. I am a member of WORTH (Women Own Reaching Tremendous Heights) and the Unitarian Church of Baton Rouge, one of my favorite hangouts is The Red Shoes. Mother of two wonderful women; grandmother of six and great grandmother of four, to them I am NaMa JuJu. I am a detail person, so I am dedicated to finding the best path for your future. Being the Budget Specialist with Elite I find the concept often scares people. Benjamin Franklin said: A penny saved is a penny earned. I have read this means: …that it is as useful to save money that you already have as it is to earn more. It’s my opinion you must take care of you first! I am at your service in this journey!

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