Alpha Financial Group

Alpha Financial Group

5.0(1 review)
Offers online services
Offers online services


At Alpha Financial Group, we provide a holistic approach to tax and financial planning. Our expertise, known as the Alpha Advantage, includes in-depth tax knowledge and strategic planning to help clients minimize taxes and achieve their long-term financial goals. While many tax professionals offer limited insights, we stand out by staying updated on tax laws through rigorous annual training, ensuring our clients receive exceptional tax services tailored to their needs.


Hired 7 times
2 employees
5 years in business
Serves Roanoke , TX
Offers online services

Payment methods

Credit Card, Venmo, Apple Pay, Zelle

Social media


Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Photos and videos

  • Reviews

    0 reviews


    Lauren R.

    He was very quick to respond, thorough and knowledgeable. He saved me thousands by employing his knowledge and I will return to use him again next year.
    ... Show more
    April 24, 2019
    Hired on Thervo

    Frequently asked questions

    My typical process is a quick call to determine the need of the client. From there depending on the clients schedule/availability I send them a client info sheet to onboard them along with all the documentation I need to prepare taxes or financial plan. 

    University of North Texas, BA Economics

    Series 7 & 66

    Completed numerous tax, accounting, and finance classes 

    Completed course work for CFP program (haven't sat for exam). 

    Courses included the following: 

    Tax Planning

    Estate Planning

    Investment Planning 

    Insurance Planning 

    Retirement Planning 

    We charge per form...

    We're very comparable to HR Block, Jackson Hewitt, and the other major chains 

    the only difference is we provide a personal touch and go far deeper than these firms to understand our clients needs. 

    We started our business October 22, 2012 after discussing our desire to offer a holistic tax and financial planning service. 

    We've worked with customers all up and down the income stream. Dentist, Doctors, Business Owners, & and ordinary people who want/desire a more personal touch with their service provider. 

    I recent event I am very fond off is helping a new client who after completing her taxes uncovered she didn't have life insurance for her two children in her and was able to help her out. It was confirmation, I was doing the right thing by going deeper than just pushing in numbers and moving to the next client. 

    Ask questions about thier experience, values, and if offer support outside of simply just doing your taxes. 

    Customers should think about what is important to them and what they are looking for. Cost is only an issue in the absense of value. If you just want someone to push in some numbers and little value other than that, commute that to them but if you're looking for more of a tax and financial advisor than think about this too. 

    Services offered

    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Financial Services And Planning