Tax-Minimization Strategies
Working with Tax Professionals, Works Better.

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets.

At Alpha 1 Tax & Wealth, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help. Our in-house CPAs and tax professionals are knowledgeable about the Tax Cuts and Jobs Act and 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.

Not only do we help you file and prepare your current returns, we also help plan for future tax burdens in retirement. As part of our Better Together philosophy, our tax strategies are tied into our wealth management and retirement planning services to help you proactively grow your assets by helping to keep more of your money in the first place.

Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it’s not only what you make but what you keep!

Request A Complimentary Financial Review

tax planning guide

ALPHA 1’s TAX GUIDE

Get our complimentary tax guide! Part of working better together, is to educate you on top financial information to help you assess your current investment and retirement strategies. We want to help you keep more of your money by minimizing taxes as part of a fully integrated retirement plan.