Services

Services - Planning

Taxes

When tax season arrives - and every other day throughout the year - Alpha Financial Services can help you with your individual and small business tax needs. We'll help you maximize your deductions and avoid costly errors, all while saving you the time and stress of rummaging through those complicated tax publications yourself. Our tax services include:

  • Relocation tax issues
  • State tax return preparation
  • Representation before the IRS
  • Federal tax return preparation
  • Tax planning
  • Business start up, counsel, and corporation taxes
  • Small business accounting services
  • IRS and state tax audits
  • Income, gift and estate tax returns

Many of our planning clients also utilize our tax services. Because we already understand their financial situation and their current investments, we can easily translate that knowledge into tax benefits. And when complex tax situations arrive, we simply consult with a CPA within our collaborative team.