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

Tax Preparation

Investment Tax Answers

 We are diligently preparing tax returns and helping people tax plan for 2023.  Email us at or call 858-565-0911

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.  


  • Tax Preparation and Bookkeeping
  • Financial, Tax and Estate Planning 
  • Life Insurance 
  • Small Business Start Up Help
  • Corporate Business and Rental Tax Prep
  • ​Estate and Trust Returns
  • Non-Resident Returns

Wealth Management Accounting 
3665 Ruffin Road Suite 204
Telephone: 858-565-0911
FAX: 858-569-6014

Want to retain and postpone capital gains until 2024?

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WMA Enterprises, Inc. 
3665 Ruffin Road Suite 204
Telephone: 858-565-0911
FAX: 858-569-6014

New client discounts available for 2023.


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

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

We confidently prepare the following returns:

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

Kyle Kodra EA

Jessica Evans EA

Richard Green CTEC

Slavena Paskova EA

​Trung Pham CTEC​​