Build a real tax plan, based on real numbers for 2015.        858-565-0911 

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

Tax planning

Plan for your taxes before your business is off the ground. 

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

Call Now:  


3665 Ruffin Road Suite 204

San Diego, CA 92123

Small Business Start Up Kit

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

Federal and State Forms

We'll help you apply for all the tax IDs and forms you need.  


We'll teach your company how to accurately keep records.  





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.  

Want to retain and postpone capital gains until 2016?

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

Company Structure

We'll help you decide what the best organization is for you. 

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

Kyle Kodra EA

William Anderson EA

Jessica Evans EA

Richard Green CTEC


Let us help you file past years tax returns!