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General Info
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.

Regular Hours

By Appointment



Nortpoint Commons
Financial Planning Association (FPA), Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), National Association of Tax Professionals (NATP)
Financial Services, Investment Advisory Service, Financial Planning Consultants, Tax Return Preparation
Other Information

Parking: Lot

Certifications: Certified Financial Planner


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