Tax Clients
I need tax help.
Professional tax preparation, planning, business-owner support, and year-round advisory conversations for individuals and businesses.
Explore tax servicesAlpha Tax Group
Tax preparation and strategy, built around you.
Year-round tax preparation, planning, and advisory for individuals and business owners.
Choose your path
Two audiences. One relationship-first standard.
Whether you need tax support or you own a practice and are considering succession, Alpha Tax Group starts with a focused conversation.
Sell Your Firm
I’m considering selling my firm.
A confidential path for profitable Southeast tax and accounting practice owners who want to sell while preserving client relationships.
Explore succession fitTax services
A more continuous tax relationship.
Alpha Tax Group works with individuals, families, business owners, and established businesses that want organized preparation, forward-looking planning, and responsive advisory support.
Individual & family tax preparation
Thoughtful return preparation and filing support for individuals and families who want a more organized tax relationship.
Business tax preparation
Preparation support for established businesses and owners who need clarity around filings, entity considerations, and timing.
Proactive tax planning
Planning conversations that look ahead to income, estimated taxes, extensions, and business decisions before deadlines arrive.
Year-round advisory support
An ongoing relationship for tax questions, planning needs, and owner support beyond a once-a-year transaction.
Firm acquisition
Sell the firm. Keep the helm.
The acquisition side remains central: Alpha Tax Group is focused on profitable Southeast tax and accounting practices in the $500K–$2M revenue range, with continuity for clients and a visible post-close role for the owner.
Relationship-first succession
Alpha Tax Group is built for owners who want continuity after a transaction, not a hard handoff that unsettles clients or staff.
Focused acquisition profile
The firm is seeking profitable Southeast tax and accounting practices with roughly $500K–$2M in annual revenue.
A practical next chapter
The selling owner can remain at the helm as Chairman, preserving trusted relationships while stepping into a lighter operating cadence.
Chairman transition model
Step back from the grind while staying central to the relationships.
The selling owner transitions into a Chairman role at roughly 15–20 hours per week. The goal is a thoughtful change in responsibility while the firm’s most important relationships remain intact.
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Owner transitions into a Chairman role
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Expected cadence of roughly 15–20 hours per week
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Client relationships remain intact through continuity and trust
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Operational responsibility shifts over time with a deliberate plan
Process and posture
Measured conversations, careful fit, no unsupported promises.
Alpha Tax Group presents both sides of the business with the same standard: practical conversations, relationship continuity, and clear next steps without guarantees, invented claims, or pressure.
Professional tax support
Tax conversations focus on preparation, planning, filing, extensions, estimated-tax guidance, and ongoing support.
Confidential owner dialogue
Firm-owner conversations begin with fit, timing, geography, revenue range, and continuity goals.
Relationship continuity
Both client service and firm succession are framed around preserving trust over time.
Tax Clients
Start a tax conversation.
Share your tax need and begin a professional conversation about preparation, planning, business-owner support, or year-round guidance.
Talk with a tax professionalSell Your Firm
Begin a confidential fit conversation.
If you own a profitable Southeast tax or accounting practice, explore whether the Chairman transition model is a fit.
Apply confidentially