Disciplined. Supported.
Tax & Fiduciary Governance Support for Financial Advisors and their clients.
The Elis LLC: Tax Practitioners Wired With Fiduciary Governance.
If you’re a fiduciary, you know your role goes far beyond profit. You’re a steward of resources, people, and reputation.We’re built to help you thrive through disciplined processes and fiduciary standards—so you can serve with excellence and sustain your value over time.
Tax Planning & Preparation
Proactive tax planning and projections to help minimize taxes.
Tax prep and filings to prioritize accuracy and compliance.
Fiduciary Consulting & Certification
Investment fiduciary consulting to help exceed the suitability rule.
CEFEX® certification to exemplify the highest fiduciary standards.
Tax services
Visualize the Plan,
We'll Make It Stick.
Tax Planning | Tax Projections | Tax Filings• Year-round tax planning support
• Tax projections for strategy alignment
• Year-end tax filings for accurate reporting
fiduciary Services
Beyond Good Intentions,
Operate With Alignment.
Fiduciary Assessment | Fiduciary Consulting• Evaluate your investment program against fiduciary standards
• Document structure, oversight, and provider diligence
• Maintain alignment through ongoing governance support
Fiduciary Excellence That Endures
CEFEX® Certification
Align your firm with the highest standards of fiduciary stewardshipWe guide fiduciaries through the Center for Fiduciary Excellence (CEFEX®) Certification process—a rigorous, third-party validation of your governance, integrity, and process.This isn’t just a compliance badge—it’s a public commitment to excellence that withstands scrutiny and helps ensure your work reflects sustainable values now and far beyond you.
Stephen Leye Adekeye
About Stephen
I am an Internal Revenue Service (IRS) Enrolled Agent and a Center for Fiduciary Excellence (CEFEX®) Analyst.My career has been built on the technical side of finance—tax, investments, and fiduciary governance—supporting firms through high-stakes transitions and quiet execution.But my calling has always gone deeper than strategy. What energizes me is supporting stewards—especially those driven by faith.Through The Elis LLC, I help fiduciaries and their clients make confident, informed decisions through tax and governance guidance—delivered with clarity, care, and conviction.I hold a BSc in Finance from UNILAG, an MSc in Finance from NYU Stern School of Business, and an MBA from Lagos Business School. My professional designations include CFA®, AIFA®, CFP®, CKA®, ChSNC®, and CEPA®.
Our Values
At The Elis LLC, our mission is to guide clients in bringing order to what they’ve been entrusted with. Through technical clarity, wise governance, and faithful execution, we help ensure your work reflects the highest fiduciary standards.This isn’t just business. It’s stewardship. And we're here to help you carry it well.We believe every act of stewardship leaves an impact—including in tax returns. That’s why we help ensure your tax strategy is faithfully executed and clearly recorded. “Render to all what is due them… taxes to whom taxes are due.” — Romans 13:7And when you're guiding clients or managing your own practice, your role demands more than competence—it calls for faithfulness, wisdom, and care over what’s been entrusted to you. “Moreover, it is required of stewards that they be found faithful.” — 1 Corinthians 4:2We strive to be a firm where strategy meets eternal purpose - supporting your mission and serving a higher calling.
A Calling to Higher Standards
This isn’t about business growth or tax savings alone. It’s about stewardship that will endure beyond you and benefit others.If you’ve been entrusted with much — let’s build wisely.
How It Works
1. 60-Day Stewardship Discovery
We begin with a full Kingdom Business Diagnostic and Buildout.
Includes an assessment of your current business or practice, followed by a custom plan to align your operations, people, advisors, and documentation with your eternal goals.2. Ongoing Advisor Coordination
For leaders who want continuity and accountability. We coordinate your expert team and facilitate monthly or quarterly board or committee meetings to ensure decisions, governance, and documentation stay aligned with your mission and values.3. Tax Integrity
We prepare tax projections and file returns to ensure your stewardship activity is faithfully recorded. For advisors, we provide white-labeled support: you remain the strategist, we handle projections & filings behind the scenes — reflecting your plans and protecting your standard of care.
Our Service Is For You If:
You’re a Christian business owner or advisor who wants your work to reflect your faith
You’re building for generational and eternal impact, not just short-term growth
You want to operate with excellence and accountability before God and others
You’re not building just for now — you’re building for the Kingdom.
Meet The Team
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advisors
Create the Plan.
We'll Make It Stick.
From fiduciary governance to tax preparation—we turn strategy into execution without risks or surprises.
How We Help
At The Elis, we serve as your tax advisory and fiduciary governance partner—helping
ensure your tax plans align with filing outcomes and your investment program mitigate fiduciary risk.
Tax & Bookkeeping
You design a thoughtful tax strategy, we carry it through.As an IRS Enrolled Agent, we ensure your tax planning stays aligned, implemented, and compliant.Bookkeeping
Accurate, clean monthly records that your tax and financial strategies can depend on.Tax Forecasting & Measurement
Forward-looking projections and variance tracking to support smarter planning and fewer surprises.Tax Return Preparation
Timely, accurate federal and state filings that reflect the strategy—not just the transactions.
Governance Support
We walk with you to implement fiduciary best practices.As a CEFEX® Analyst, we help ensure your governance meets the moment—and the standard.Organize
Design and document prudent processes that guide your decisions and protect your intent.Formalize
Support smarter service provider selection, vetting, and monitoring—aligned with fiduciary best practices.Implement
Digitally facilitate governance meetings and execution rhythms, so decisions move forward.Monitor
Work quietly in the background to track implementation, surface gaps, and ensure nothing falls through.
highest Governance Standards
CEFEX® Certification
Ready to align your firm with the highest fiduciary standards?We guide you through the process of achieving and maintaining Center for Fiduciary Excellence (CEFEX®) Certification.This third-party certification demonstrates excellence that withstands external and internal scrutiny—boosting trust across stakeholders.
serving behind the scenes
A Quiet Advantage
You stay the Advisor.
We support the prep and governance.
fiduciary Insights
Stewardship Is Ongoing
So Is Learning
This blog exists to support fiduciaries who are building with excellence, integrity, and purpose.
Every post is written to help you align the structure of your business with the highest standards — so what you’re building doesn’t just succeed but endures.Because stewardship doesn’t end after planning — and wise counsel belongs in every season.