860-563-6900 info@alphafingroup.com

Our Services

Compassionate & Professional

If 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.


Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Bookkeeping/Write Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.


How can you get there if you don’t know which road to take? Having a budget and forecast in place is a critical part of making every dollar count. Individuals and businesses need to have a purpose for every dollar, or your dollar will purpose you instead!   We can assist our clients in creating the roadmap to hold themselves accountable.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Buying/Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing 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 matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Internal Controls

Often businesses are faced with inefficiencies due to lack of internal controls, or proper policies and procedures. We specialize in helping our clients become more efficient financially through creating internal controls to safeguard assets, implement separation of duties, and organize policies and procedures for a smooth and systematic workflow.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change 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