ALPHA B GROUP
  • About Us
    • About Us
    • Core Values
    • Team Page
    • Reviews
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  • About Us
    • About Us
    • Core Values
    • Team Page
    • Reviews
  • Individual
  • We're Hiring
  • Contact
MEET THE TEAM GET AN ESTIMATE

Our Approach

Our firm has adopted a tax prep methodology with heavy emphasis on customer service and personal tax planning. With almost 15+ years of experience, we have learned that tax planning and keeping in touch throughout the year is important for us to properly help our clients with complex tax situations. It also leads to the best results and a more positive tax experience. Our services and prices include consultations that lead to necessary actionable items through-out the year.

Individual Tax Services

This rate applies to all individual tax services, including tax preparation, planning, advisory, and tax resolution work.

We highlight this upfront so there is no confusion between tax prep and other services. The same hourly rate applies across the board.

Want To Know Your Expected Total Cost?

Every tax situation is different. While our rate is $200 per hour, your total investment depends on the complexity of your return.

To help you understand what your cost may look like, we offer a short online questionnaire.

After completing it, you will receive a projected price range based on your specific situation.

Pricing Pricing
Our standard rate is
$200 per hour
GET AN ESTIMATE

Credentials

Many people ask us if we are CPAs to which we answer, "We are an enrolled agent firm."

What Exactly Is An Enrolled Agent?

We'll let the IRS answer this one:

“

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Source: IRS Enrolled Agent Information

Testimonials

Bill
★★★★★

I have been a client of Alpha B Group for both my business and personal tax preparation and business bookkeeping over many years. They helped me and my business through a very difficult situation I found myself in after working with another firm. They helped us establish proper accounting and tax preparation processes.

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Marissa H
★★★★★

My husband and I have been working with Alpha B Group for several years, and everyone there has been top notch and super knowledgeable, especially with our complicated tax situation. We're so lucky we found them, and we look forward to continuing working with them in the years ahead.

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Marissa H
★★★★★

My husband and I have been working with Alpha B Group for several years, and everyone there has been top notch and super knowledgeable, especially with our complicated tax situation. We're so lucky we found them, and we look forward to continuing working with them in the years ahead.

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Entirely virtual.
Available when you are.

Mailing Address:

5201 Great America Parkway Suite 320
PMB# 224 Santa Clara, CA 95054

Tel: 408-730-4000

Five stars on Yelp

Hours Of Operation

Monday to Friday
10:00am–6:00pm

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