OurServices
With a broad combination of professional credentials and industry experience, this qualifies Alexander Advisors, CPA to oversee any of your financial 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.
Personal Services
We are your personal tax prep and estate planning team.
Individual Tax Planning & Preparation
Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
Estate and Trust Tax Preparation
The death of a loved one is difficult on many levels. The tax responsibilities that arise at death present complexity and sensitivity and we are here to help. We prepare federal and state gift, estate and fiduciary returns and provide executor services for a wide variety of individual, fiduciary and corporate clients. We provide executor services, wealth transfer planning and estate tax minimization services.
Business Services
We are your business operations team.
Business Tax Planning & Preparation
Our firm's expertise in business income tax planning and preparation provides clients access to critical analysis and strategies designed to minimize state and federal tax liabilities.
Payroll
We specialize in payroll services designed to support small and midsized businesses.
Business Consulting
Our firm's expertise extends to assistance in small business formation, accounting system selection/implementation, employee benefit plan design, and financial statement audits.
Accounting Services
Our firm provides a wide range of accounting services for business owners, executives, and independent professionals that include bookkeeping, cash flow analysis, accounts payable and accounts receivable assistance, monthly statements, bank reconciliations, and general financial statement preparation.
Business Valuations
A business valuation is a foundation for many business decisions, mergers and acquisitions, establishing a buy-sell agreements, estate and gift tax planning, divorce proceedings, and shareholder disputes.
NEW! Bookkeeping Services
For those who prefer to hand off the task of keeping up with the books to someone else, our firm is now offering bookkeeping services.