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858-565-0911

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San Diego, CA 92123

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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​  www.alphaglobalinvest.com/disclaimer

Want to retain and postpone capital gains until 2020?

Kyle Kodra EA

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Richard Green CTEC

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

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

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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

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  • Small Business Start Up Kit
  • Small Business and Rental Tax Prep
  • ​Estate and Trust Returns
  • Non-Resident Returns

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