Kyle Kodra EA

Jessica Evans EA

Richard Green CTEC

Slavena Paskova EA

​Max Anderson EA

Receive a 2018 Tax Planner with your 2017 Tax Return. 

Please Call Today to Schedule Your Personalized Tax Appointment.

Our schedules fill up fast, don't delay.  858-565-0911

  • Quickbooks
  • Quarterly Statements
  • Profit and Loss
  • ​Balance Sheets
  • Discounted Tax Prep

Tax Payers Beware of Fake IRS Agent Phone Calls, It's a nationwide SCAM, click here for details 

Accurate Tax Returns require accurate and comprehensive record keeping.  We provide end to end solutions for small businesses that allows our clients to focus on the growth of their business.  

Investment decisions affect your taxes, consult with the experts first.  Contact us to discuss the tax ramifications of the following:

  • Brokerage Accounts
  • Life Insurance 
  • Inheritance
  • ​Sale of Rental Property
  • Sale of Business
  • ​401k Rollover

We confidently prepare the following returns:

  • Personal Returns
  • Amendments
  • S-Corporation
  • C-Corporation
  • LLC
  • Trust/Estate
  • Sole Proprietor 
  • FBAR Reporting
  • Past Due Returns

Financial Planning


Tax Preparation


 "Plans are of little importance, but planning is essential." --Winston Churchill

Circular 230 Disclosure:  Any advice contained on this website is not intended or written to be used, and cannot be used, for purposes of avoid tax penalties that may be imposed on any taxpayer.   Alpha Global Investments, LLC Disclaimer

Want to retain and postpone capital gains until 2019?

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3665 Ruffin Road Suite 204

San Diego, CA 92123

  • Tax Preparation
  • Bookkeeping
  • Financial and Tax Planning
  • Small Business Start Up Kit
  • Personal Service 
  • ​Estate and Trust Returns
  • Non-Resident Returns