Ric started Alpha Financial Group, LLC in 1999 and has almost 40 years of a diversified tax, accounting and financial analysis history.  As a practicing CPA, he received his Bachelor of Science Degree in Accounting for Central Connecticut State University in 1985.  His goal has always been to provide small to medium sized businesses and individuals with the best possible tax, accounting and consulting services.

With his background and experience in both the private, corporate world and in public accounting, his expertise is in all facets of business, namely tax preparation and tax planning (both individual and corporate), financial accounting and auditing, business consulting and advisory services for all industries.

Chozan began his professional career over 42 years ago in 1982 while serving in the U.S. Navy for 9 1/2 years. He served in the first Gulf war, Desert Storm in 1990. Chozan was honored throughout his military career for his duties and responsibilities, leading to recognition for Sailor of the Quarter, Sailor of the
Squadron (7 ships), and nominated for Sailor of the Year, all within the 2nd year of Naval service.

Chozan has provided consulting services in the areas of business management, capital acquisition, operational cost analysis, advisory services including tax and accounting. He’s had the opportunity to consult with many Fortune 500 companies over the last 37 years in many roles including Tax Manager, State and Local Tax Manager (SALT), Assistant Tax Manager, International Tax Team Coordinator for 5471, 8865 and Subpart F reporting, Transportation Compliance & Reporting Manager, Sales Tax Manager – Commercial Leasing and many more.  Price Waterhouse Coopers (PwC) LLP specifically recruited Chozan as a consultant for his role as Senior Associate to lead an engagement team for high-level real estate and investment partnership clients under their Flexible Talent Network (FTN) program.

Chozan received Bachelor of Science degrees in both Accounting & Finance from California Creek University in June 1994. He holds an Enrolled Agent credential issued by the IRS, is a Certified FOREX Trader and a member of the National Association of Tax Professionals.  He is currently pursuing his CPA certification and is a member of many professional organizations.

Sophia is an Accountant & Tax Preparer who has over 20 years of accounting experience; obtaining a BS in Accounting, MBA in Finance and the IRS Special Enrolled Agent credentials. She has worked with various CPA firms as well as several small, large private & public companies. Sophia’s interest in accounting & taxes started with helping out a few small startup businesses with their books, while working a full-time job in the accounting department at a large manufacturing company. She began to like the idea of working on different industries books as well as meeting and networking with different people, so she decided to make accounting her full time focus.

Servicing clients is Sophia’s number one priority; providing part-time bookkeeping for full-time businesses and serving small to midsize companies with all different aspects of bookkeeping services such as, full charge bookkeeping, bookkeeping clean up, year-end write-up & monthly
services.

Jenny has worked for various companies and management for over 10 years. Working in customer service relations has been such a great pleasure. Her prime experience is managing office workflows to run fluently for the sake of our clients. Jenny says assisting clients and aiding them to reach their best potential brings her much joy. When she is not working, she puts on her mom hat! With her 2 boys, she loves to go on explorations and make new adventures!

Remy was with Alpha Financial Group his entire life. He always made everyone feel welcome, important, and loved. We miss him, but his memory lives on with us.