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.

Kavisha is a Certified Public Accountant with over 8 years of experience in public accounting, including Big Four international tax, boutique advisory, and full-service regional CPA firms. She has worked with a diverse portfolio of individual, partnership, corporate, trust, estate, and nonprofit clients, providing comprehensive tax compliance, planning, and strategic advisory services.

She brings deep technical expertise in multistate and international taxation, entity structuring, M&A transactions, estate and gift planning, and high-net-worth individual advisory. Kavisha is known as a trusted advisor to clients, and recognized for providing proactive, year-round tax and financial guidance, helping clients navigate complex business and personal financial matters with a focus on long-term planning and tax efficiency.

She holds a Bachelor of Science degree in Accounting from the University of Connecticut, graduating with honors, and is an active member of the AICPA, NYSSCPA, and CTCPA.

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.