About Us

Founded in 1984 in Atlanta, Ga, Alliance of Financial Professionals is a professional services firm providing tax planning and preparation services as well as estate planning and business consulting services. Our team of experienced professionals assists with tax preparation and planning for individuals and businesses of all sizes across all industries throughout the country. We offer exceptional expertise in complex tax planning situations ranging from high net worth individuals to multi-state business entities.
We offer comprehensive services in tax return preparation, tax planning and analysis of the tax ramifications of investments. Our team provides expertise regarding: 
  • corporate taxes, including complex multi-state tax planning 
  • individual and family tax and estate planning
  • not-for-profit taxes
  • industry-specific tax regulations
  • the unique planning needs of high-net-worth individuals

Navigating tax regulations has never been more complicated. You need sophisticated tax advice from a professional CPA who is accessible and committed to helping you achieve your financial goals. Our seasoned tax professionals help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work with you to develop a tax plan that is customized to best suit your needs.

Our Services Include
  • Tax return preparation for individuals, trusts, estates and all family related non-operating entities
  • Preparation of quarterly tax projections and estimated tax payments
  • Representation and management of tax audits
  • Tax minimization strategies
  • Tax research
  • Accounting services 
  • Bookkeeping services
  • Family corporation, partnership and trust accounting
  • Compiled financial statement preparation
  • Personal financial statement preparation
We assist business owners in determining how to structure their business, such as whether they should become an S corporation, a C corporation, or an LLC.  We maintain close relationships with our clients to ensure that overall business strategies complement the individual tax situation. Because we know that each client has different needs and goals, we meet with them periodically to discuss their individual and business related issues.  

We want to be viewed by our clients as ‘Building Blocks for Their Financial Future’.

Clients

  • Families
  • Individuals
  • Small local businesses
  • Large regional businesses
  • Estates
  • Non-Profits

Services

  • Corporate taxes, including complex multi-state tax planning 
  • Individual and family tax and estate planning
  • Not-for-profit taxes
  • Industry-specific tax regulations
  • The unique planning needs of high-net-worth individuals