Wealth Management

Everyone has a unique financial situation. We are devoted to forming a strong, trusting relationship with each of our clients. We will advise and manage your money with your best interests in mind in order to ensure you have a secure, comfortable future.

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Tax Preparation and Planning

We understand that you work hard and do not want to spend unnecessary amounts of time filing your tax return. To accommodate your busy schedule, we work hard to ensure your taxes are completed efficiently and to ensure that you are receiving all of the money to which you are entitled.

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Small Business Accounting

You have invested your heart and time into your business and would love to see it flourish. American Tax & Financial Group is also a small business that understands the needs of its customers. We want to ensure that your business is able to grow and prosper and will work tirelessly to make your dream a reality.

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AMERICAN TAX & FINANCIAL GROUP, LLC (ATFG) is an independent, private tax preparation and investment advisory firm located in Alpharetta, Georgia.  We provide comprehensive services for our clients, including portfolio and investment management, financial planning, and tax and accounting services based on your individual needs.  We recognize that there are many moving parts to helping you achieve financial security – saving, spending, and taxes.  We are unique because we are proactive in helping you plan.  Our mission is to offer you the services that best fit your needs.

What makes us different?

  • We offer a multi-disciplinary approach to planning
  • We provide a consultative advice process
  • We are independent and fiduciaries, which means we put your interests first
  • We tailor your plan to reflect your unique life
  • We are commission free and our fees are straight forward and transparent

We encourage you to meet with us. You will learn more about how we can advise and guide you toward your financial planning goals and aspirations.