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