Full-Service Tax Advisory

Tax Advisory That Works Year-Round.

The Alpha Tax Group delivers full-service tax preparation, proactive advisory, and monthly plans for individuals and businesses across Florida and Alabama who demand more than once-a-year compliance.

Scroll
The Tax Group team

Who We Are

A New Kind of Tax Firm Built for the Long Game

The Alpha Tax Group was founded on a straightforward premise: the best tax practices in America are small, owner-operated firms whose clients receive genuinely personal service. We acquire those firms, preserve what makes them great, and bring the infrastructure, technology, and expertise to help them grow.

Whether you are a firm owner thinking about your next chapter or an individual or business looking for a tax partner that goes beyond the return, The Alpha Tax Group is built for you.

Serious, well-resourced buyer with a clear acquisition process
Committed to preserving client relationships and staff
Full-service tax advisory beyond annual compliance

What We Do

Tax Services That Go Beyond the Return

Tax Preparation

Comprehensive individual and business tax preparation handled by experienced professionals who understand your full financial picture.

Tax Advisory

Proactive, year-round strategy to minimize your tax burden — not just compliance, but planning that moves the needle on your wealth.

IRS Representation

Expert representation in audits, notices, and disputes. We stand between you and the IRS so you do not have to navigate it alone.

Business Tax Strategy

Entity structuring, payroll tax, multi-state filing, and strategic planning for business owners who want a true financial partner.

Tax advisory workspace

Our Approach

"We treat every client's tax situation as a strategy problem, not a paperwork problem."

For CPA & Tax Firm Owners

Thinking About Selling Your Practice?

The Alpha Tax Group is an active buyer of established CPA and tax practices across Florida and Alabama. We offer fair valuations, flexible deal structures, and a transition process built around protecting your clients, your staff, and your legacy.

Fair valuations — typically 0.8x to 1.5x gross revenue
Flexible structures: cash at close, earnouts, or phased transition
Staff retained and client relationships protected
Confidential, no-pressure process from first call to close
Practice acquisition

"We are not just buyers. We are stewards of the practices you spent a career building."

Monthly Plans

Full-Service Tax Advisory, Every Month

Stop paying for tax prep once a year and hoping for the best. Our monthly plans give you a dedicated tax partner who works for you year-round.

Individuals & Freelancers

Essential

$299/mo
Annual tax preparation (federal + state)
Year-round tax questions answered
Basic tax planning review
Secure document portal
Email support
Get Started
Most Popular

Small Business Owners

Advisory

$599/mo
Everything in Essential
Quarterly tax strategy sessions
Business entity optimization
Payroll tax management
IRS notice handling
Priority phone & email support
Most Popular

High-Net-Worth & Complex

Executive

Custom
Everything in Advisory
Multi-state tax strategy
Investment & capital gains planning
Estate & trust tax planning
Dedicated senior advisor
Unlimited consultations
Schedule a Call

Get In Touch

Let's Start a Conversation

Whether you are exploring selling your practice, looking for a tax advisory partner, or simply want to learn more about The Tax Group, we would love to hear from you. All inquiries are handled with complete confidentiality.

Phone

(850) 736-4909

Markets

Florida & Alabama

All inquiries are handled with complete confidentiality.