Our firm’s broad combination of professional credentials and industry experience qualifies Alexander Advisors to identify, coordinate and execute tax documentation, interpretation and representation.

This combination of services allows our firm to help ensure your entire financial situation is operating in a tax-optimized manner, with the goal of helping you keep more of what you make.

Check the background of this investment professional on FINRA’s BrokerCheck.


Personal services

We offer a wide variety of tax preparation services from individual tax planning and preparation, to estate and trust tax preparation, we are versed in all the tax laws and strategies.

Business services

Businesses have numerous financial needs. Let us help your business with it's accounting, business advisory, financial statement, tax preparation and retirement planning needs.

This combination of services…

…allows our firm to help ensure your entire financial situation is operating in a tax-optimized manner, with the goal of helping you keep more of what you make.

If you have questions or would like to schedule an appointment, fill out the form below and we'll be in touch soon!

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