WHO WE ARE
Our firm began in 2018 as a small woman-owned and operated financial business and has grown over the years to incorporate tax preparers from across the country. Our home base is located in Brandon, Vermont on the edge of the Green Mountains and we are proud of our reputation for personable and quality service.
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Our services include tax planning and preparation, business consulting, new business formation, and professional bookkeeping services. We pride our ability to provide those services entirely remotely, offering a simple solution to our busy clients across the United States. 

OUR CORE VALUES
Helping people and doing it with integrity, providing a truly elite-level service to every client in our firm.

We believe that helping our clients is the MOST important thing we do. It's also what we like to do best!
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We believe that our work should enhance our clients' operations and knowledge. 

We believe that every client deserves our personal attention and has the right to fully understand their tax and business choices. 
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We believe a candid and fresh approach to business can breathe life into business owners and promotes agency in understanding and growth.
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We believe all of our client's goals are important and we aim to work with you on all of those goals.

​We believe we should work for only those clients that we like and respect, and in whose honesty we can trust.

We believe our clients should like and respect us, and trust in our honesty and our independence.

We believe that we have the best clients in the world!
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We believe in doing our best for every client, on every engagement.
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MEET THE TEAM

Ashlie Smith
CEO & Principal Accountant 

Ashlie holds a master’s degree in accounting and a certification in business management from Champlain College. Before founding EFS, she spent seven years working in public accounting and tax, developing a strong foundation in the field. Ashlie brings deep expertise and a client-focused approach to every relationship. Outside of the office, you’ll find her on the side of a wrestling mat cheering on her two children, whom she’s incredibly proud of. She also enjoys reading, yoga, hiking, and snowboarding—always finding ways to stay active and inspired.

Kimberly Porter 
​Lead Senior Tax Advisor

Kimberly has been with the firm since 2023. A Vermont native, she began her journey knowing little about taxes, but through dedication and hard work, she’s grown into a key role on the team. She’s especially passionate about supporting others with their tax needs and making the process feel easier and less stressful. Her approachable nature and commitment to learning continue to make a meaningful impact on the clients she serves. Outside of work, she’s a mom to three amazing kids and a true jack of all trades, always finding new ways to stay creative and hands-on.​

​Britney Marsano
​Account Manager

Britney is our Account Manager here at Elite Financial Service. She’s passionate about helping businesses stay organized and confident in their finances, and is always looking for opportunities to grow in her career. Recently stepping into the role of first-time parents, she and her husband are embracing the whirlwind of learning and love that comes with it. Outside of work, Britney enjoys spending time behind the camera and working on creative projects for her Etsy store—blending her love for photography, art, and creativity into everyday life.

Ardenia Murdock
​Lead Senior Tax Advisor

Ardenia is a staff accountant at Elite Financial Services, specializing in personal and S-Corporation tax returns. Known for her strong attention to detail and calm, friendly attitude, she brings a thoughtful and reliable presence to the team. She’s been with the firm for over a year and loves the flexibility of working from home while homeschooling her two amazing boys. When she’s not diving into numbers or schoolwork, you’ll likely find her exploring the outdoors and embracing life’s adventures with her family.

Jenna Lossman
Staff Accountant

Jenna is one of our staff accountants here at Elite Financial Services. With her upbeat energy, quick wit, and can-do attitude, she brings a fun and positive presence to the team. Outside of work, she enjoys life on her family farm with her three children and a menagerie of animals—including goats, chickens, dogs, cats, and horses. Her balanced life reflects the same dedication and care she brings to every client relationship.​

Tamara Brown
Executive Administrator 

Tamara is our Administrative Assistant here at Elite Financial Services. She supports the team through many parts of the tax process and helps keep things organized behind the scenes. Originally from Vermont, she now lives in Tennessee with her husband and their cat, Theo. Tamara holds a degree in Kinesiology and enjoys exploring health and wellness, spending her free time baking sourdough, and teaching softball. Her day-to-day work helps keep things on track so our team can stay focused on serving our clients.