At Alpha 1 Tax & Wealth Management, we take an integrated approach to financial planning, one that includes taxes. We can help you file and prepare your returns, but more than that, we help you plan proactively so that you can make money by keeping more of it in the first place.
Our team of advisors includes CPAs and tax professionals who are knowledgeable about the Tax Cuts and Jobs Act and who understand the new changes to common features of individual and business returns. We prepare Individual, Partnership, C-Corp, S-Corp, and Trust/Estate federal tax returns and are certified to prepare returns for all 50 United States. Taxpayer data is kept confidential and securely safeguarded, and all returns are e-filed unless you request otherwise.
Our goal is to prepare an accurate tax return, minimizing your tax liability while maximizing your federal and state refunds. This year because of the new tax law changes, we’re offering a $95 introductory special for new clients so that you can get a taste of the difference that integrated planning can make. Does your current advisor keep you up to date? You know you have to pay your taxes; why not be smarter about it?
Or, if you prefer, complete the form below to contact the team at Alpha 1 and schedule your complimentary, no-obligation portfolio review.