We’re knowledgeable & friendly professionals excited about helping you
grow & preserve your wealth.
April 15th Tax Day Tax quiz!
Ready to put your tax knowledge to the test? Reply to this email with answers to the questions below, and we will donate $10 per response to the ASPCA!
1. What are 3 states with no state income tax?
2. What was the first state to enact an income tax?
3.Which designation is older, CPA or EA?
4. What did the Volstead Act task the IRS with enforcing?
IRS Resumes Notices
The IRS has resumed sending notices after pausing its notification system in previous years. If you receive a letter from the IRS, let us help! Our furry friends are here to demonstrate how!
Corporate Transparency Act
Businesses continue to find themselves navigating uncertain waters. We encourage compliance with the CTA until such time as an affirmative answer has been established otherwise. We will update our clients as we have more information.
Alicyn McLeod is a CPA and CFP with more than 20 years of experience advising high income individuals, law firm partners, and business owners on advanced tax strategy and financial decision making. She focuses on proactive planning that reduces long term tax exposure while strengthening overall financial outcomes.
Based in Atlanta and serving clients nationwide, Alicyn works with professionals and growth oriented businesses that need more than compliance. Her work integrates tax planning, cash flow strategy, and wealth coordination to ensure financial decisions are aligned across business and personal objectives.
With a strong advisory foundation, Alicyn helps clients think several moves ahead. Her approach emphasizes clarity, structure, and strategic execution rather than reactive tax preparation.
