Services
If Knowledge is Power, We Make One Dynamic Team
We go beyond the preparation of your tax returns. You help us understand all your financial needs, and we help you understand your income, estate and compensation planning opportunities. We also help you properly take advantage of all that technology has to offer, like accounting software. Together, we get you where you want to be.
Business Services
At Alegria & Company, we understand that the numbers make the business. From simple business tax preparation to business valuation and litigation support, we provide comprehensive financial services for businesses of any size and industry.
Audits, Reviews, Compilations
Business Consulting
Business Valuations
Generational Transfer Planning
Financial Planning
Tax Planning and Preparation
Individual Services
Alegria & Company offers Personal Financial planning in areas of estate, retirement, risk management and investments. Engaging a CPA can be one of the single most important decisions you make. Our team provides more than taxes, we are dedicated to advising clients on the financial decisions that impact every facet of your life.
Personal Tax Planning & Preparation
Estates & Trusts
IRS Representation
Financial Consulting
Retirement Planning
Power of Attorney