About
Alexa CPA Group is a Beyond Full-Service Modern CPA firm. We focus on the following: 1) ACCOUNTING - basic and advanced level (sub-account management, bookkeeping/accounting services, outsourced controller), 2) OUTSOURCED CFO (in-depth analytic report, analyzing company activity and setting up goals together for the future, tracking those goals, assessing and optimizing your accounting environment, projections, forecasts, internal valuations, exit planning, tax planning, wealth management, etc) 3) BUSINESS and INDIVIDUAL TAX - TAX PREPARATION & TAX PLANNING. We have 90+ tax saving strategies to get you to a better position then you're now. Average savings for Tax Resolution & Tax planning services - $3k to $264k per client. 4) TAX ATTORNEY SERVICES (BUSINESSES & INDIVIDUALS) - IRS Audits, Back taxes, Settlement / Installment agreements, Payroll tax issues Civil penalty, Litigation (criminal taxes/tax court), Offer in Compromise, Non-Collectible Status, etc. 5) ASSURANCE (reviews, financial audits, agreed-upon procedures). 6) REVENUE OPTIMIZATION - the combination of pricing, demand, and marketing strategies used to maximize revenue growth 7) FINANCIAL RISK MITIGATION - risk avoidance, transfer, elimination, sharing and reducing to an acceptable level. 8) COVID - 19 RESPONSE - We help with - a) Government Loans & Grants Application - Up to $2M Per Business; b) COVID-19 Payroll Tax Credits; c) PPP Forgiveness, etc. 9) ATTORNEY SERVICES - we partnered up to provide Corporate, Immigration, Real Estate, and other related services for your convenience. 10) MORTGAGE // LOAN ASSISTANCE - we'll help your business to obtain financing. Currently serving Construction, Real Estate, Trucking, Manufacturing, Healthcare, Residential Mortgages. 11) INSURANCE - to be added soon. 12) PERSONAL FINANCIAL PLANNING - General financial planning, Retirement Planning, Life insurance review, Home purchase, Investment review, Tax planning, Annuities, Trusts or estate planning, Mutual funds. Let's secure your assets through this crisis! Contact us for 15-min quick session! #covid19 #cpa #balancesheet #accountingservices #taxservices #taxpreparation #cpafirm #smallbusiness #audit #taxreturns #taxplanning #backtaxes #taxattorney We'll cover all your Accounting, Tax, and Assurance needs whether you’re a START-UP or $100M entity. Our team is skilled to accommodate your growth as needed because we served clients from START-UPs to $30B+. We have recent experience on board with Accounting firm #1 on our planet and Top world-wide corporations to ensure the world-class quality of deliverables. Currently 26 REVIEWS on Google with an average of 5.0 RANKING. CONTACT US NOW for fast and accurate service! *** PROCESS - We can comfortably work with you in our Deer Park or Chicago West Loop office. We can also meet on Zoom, Google Hangouts, or handle everything via phone and e-mail. *** PAYMENT METHODS - a) preferred - Zelle, ACH (you'll need your account # and routing #), cash, check; b) other - Paypal, Credit Card, Apple Pay - 3% convenience fee will be added to the invoice.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
Alex T.
Frequently asked questions
What is your typical process for working with a new customer?
⬇️HOW I DO IT? ⬇️
🤝 We'll have a Strategy session & see if it makes sense to work together
❓I’ll ask you many questions about your business, lifestyle, long and short-term goals
📝 We’ll develop a strategic detailed plan to achieve your goals
👩💻 We’ll implement your plan
What education and/or training do you have that relates to your work?
CPA License,
MS in Accounting, Audit and Financial Analysis
CPE
Participation in other conferences with Top CPAs and Tax Attorneys
What types of customers have you worked with?
Individuals and Businesses from startups 'till $30+ billion dollars.
Describe a recent event you are fond of.
Saved my client $264k in taxes.
What advice would you give a customer looking to hire a pro in your area of expertise?
Check out Google reviews - We have 18 reviews all 5-star.