Our Services
Compassionate & ProfessionalIf you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Individual Taxation
Alpha Financial Group, LLC strives to make sure you pay the least amount of taxes legally according to existing tax law. In an ever-changing tax environment, we purpose to keep up on the changing tax laws, keeping our eye on Washington, Connecticut and all states, in order to stay ahead of the curve and protect your financial interests. We accomplish this by continually attending tax seminars lead by nationally recognized tax experts.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We also represent you, if you desire, if the IRS or state audits you, or requires additional information on your tax returns. Audits take significant time, and require you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law. We handle it all for you so that you need not take time off of your business or job to handle the bureaucracy and paperwork of the IRS or state taxing authorities. Simply forward the notification to us and we handle it.
Business Taxation & Advisory
At Alpha Financial Group, LLC, our goal is to offer your business the kind of service and consulting (we like to call it “presence”) that will help your business grow and prosper in an ever-changing financial environment. We will assist in creating an accounting system that will provide you with timely, accurate data which you can rely on to make vital business decisions and understand the financial health of your company.
No matter how simple or complex, we can provide you with complete tax analysis and preparation services, including tax projections and planning with the goal of paying the least amount of taxes that the law permits.
Business owners start a business because they do what they do very well. Once in business, many realize very quickly that there is other business “stuff” they never anticipated. Tax, legal, insurance, personnel, system and procedures, and a variety of other issues. Our role is to alleviate that pressure and let them “get back to business” and be the best partner we can be for them. When you deal with Alpha Financial Group you will get the personal attention you need to have all your issues addressed.
SERVICES
Tax Preparation
Proper tax preparation and planning can save you money by reducing your future tax bills. We can help you manage your personal and business tax matters, ensuring you understand how new business opportunities affect your taxes. With us on your team, you’ll discover tax-saving opportunities you might not find on your own. We stay updated on the latest tax laws and developments, constantly seeking new ways to lower your federal, state, and local taxes.
Bookkeeping/Write Up
If your business doesn’t have an accounting team or if your current bookkeeping system is no longer sufficient, we can help with our complete bookkeeping services. We’ll ensure your business’s finances run smoothly. As your business grows and changes, we’ll offer advice and planning to make sure your accounting and financial systems keep up with your needs.
Budgeting/Forecasting
How can you reach your destination if you don’t know the way? Having a budget and forecast is essential to make every dollar count. Whether you’re an individual or a business, it’s important to have a plan for your money, or it will control you instead! We can help you create a clear financial roadmap to keep you on track and accountable.
Business Consulting
As your business partner, we’re here to help you navigate any challenges or opportunities that come your way. Ready to assist with business consulting projects, we can help you make smart decisions for your business’s future. Whether you’re thinking about expanding, selling, or restructuring, we have the expertise and insight to guide you in making the best choices.
Business Entity Selection
Choosing the right business structure—like LLP, LLC, sole proprietorship, partnership, or corporation—has huge financial and tax impacts. Making the right decision is crucial. We can explain each option and what it means for you. As your business grows and evolves, you might need to change your business structure, and we can help with that too.
Buying/Selling a Business
Deciding to buy or sell a business is one of the most important and complex choices you’ll make. When you’re ready to sell, we can guide you through every step, from valuing your business to finding the right buyers and handling due diligence. If you’re looking to buy, we can help by valuing the opportunity, creating negotiation and financing strategies, and managing the due diligence process.
Church Accounting
We have extensive experience in church accounting. As with all our clients, the accounting records and internal financial statements should tell the organizations health and story. This is no different with churches. Church leadership should be able to depend on the numbers for accuracy and reliability to be able to make business decisions and guide the organization in the right direction to fulfill their mission and vision. With sometimes limited financial personnel and resources, our team can assist in providing the correct balanced solution.
Estate & Tax Trust Preparation
Estate planning is important for everyone. By planning ahead, you can make things easier for your loved ones during a tough time. We can collaborate with your lawyer to set up your estate and trusts to reduce taxes and ensure everything transitions smoothly to your heirs. We’re here to handle all tax matters related to estates and trusts.
Financial Analysis
Strong financial analysis can unlock new opportunities for your business, improving management, planning, and decision-making. It provides the data needed to support, reject, or consider different actions. By analyzing potential scenarios, you can see how situations might develop, adding a new perspective to your decisions. We’re here to offer this financial analysis to help your business thrive.
Financial Statements
Financial statements are essential for making good management decisions and for representing your business to outside parties with a vested interest – including banks and other lenders, potential buyers, board members, and others. We’ll collaborate with your team to create up-to-date, accurate financial statements.
Internal Controls
Businesses often struggle with ineffectiveness due to weak internal controls and lack of documented and enforced policies and procedures. We can help you become more financially efficient by setting up internal controls to protect assets, ensuring duties are properly separated, and organizing policies and procedures for a smooth, systematic workflow.
IRS Representation
Dealing with an IRS audit can be daunting and complicated. If you or your business are facing one, we have extensive experience with tax issues and IRS audits. We’ll ensure you have strong representation and support throughout the process with the IRS and other tax authorities.
Management Advisory Services
Our Management Advisory Services are designed to enhance your business’s productivity and performance. Whatever your business management needs or questions, we’re here to support you. Get in touch with our office to discover all the services we offer.
Notary Public
As a notary public, we are authorized by the government to witness the signing of important documents and verify the identities of the signers. Our role includes administering oaths, affirmations, and certifying documents as true copies. This helps prevent fraud and ensures the legality and authenticity of documents used in various transactions. We provide convenient Notary Public services, available whenever you require them.
Retirement Planning
Planning for retirement is crucial, especially now. We’re here to guide you through the available options for your personal retirement or for the future of your employees. Our goal is to help you choose what best suits your financial needs. For businesses, we tailor our recommendations to fit your company’s specific needs, considering factors like your workforce, and the legal and compliance implications for each type of plan.
Sales Tax Services
Every for-profit business must file regular sales tax returns to the State. Sometimes this task can be daunting and confusing. We can help you navigate this process and maintain and file the records required by law.
Accounting Software Selection & Implementation
With numerous accounting software options available, including Software as a Service (SaaS) and cloud computing, technology decisions are more complex than ever. Selecting a solution that meets your current and future business needs, while ensuring security, is essential. We analyze your business’s transactions, current technology setup, future plans, and evolving requirements to recommend and implement a flexible software solution that scales with your business.
Get In Touch
790 Old Main Street
Rocky Hill, Connecticut 06067
FAX 860-563-6905
615 West Johnson Avenue Suite 202
Cheshire, Connecticut 06410