Personal Finances doesn’t need to be scary

Alora Alexander, CPA, PLLC specializes in tax education and planning for the everyday individual.

Personal Taxes

Are you a freelancer looking for tax support? We specialize in assisting entrepreneurs navigate personal finances.

Business Taxes

You've started your business & it's making more than you anticipated! Let's make sure you don't receive a $25k tax bill at the end of the year!

Consulting

We provide accounting consulting services to businesses of all sizes looking for assistance with controllership, month-close and internal controls (ICOFR).

Education

Whether you want to learn how to do your own taxes or just expand your knowledge on tax law, we can customize a course for it all!

We’ve got you covered

With an educational approach to finances, there’s never been a more comfortable way to protect yourself. Book a consultation today and start living a stress-free life.

“The days of being intimidated & confused by your finances are finally over!”

Your life,
Our answers

What will you need from me to get started?

PERSONAL DATA & IRS Forms to Look out for

Social Security Numbers & DOB (including spouse and children)
Residential address(es) for this year
Child care provider tax I.D. or SSN and address
Dates of birth
Type of dependent relationship (i.e. son, grandson, not related, etc.)
Last year’s or most recent federal and state tax returns (if not on file)
Form 1098-E: Student loan interest paid
Letter 6419 – Child Tax Credit letter
Letter 6475 – 3rd COVID-19 economic impact payment letter
Form 1099- G: Tax refunds and unemployment compensation
Form 1099-NEC and/or 1099-MISC: Miscellaneous income including rent
Form K-1: Partnership, trust, and S-Corporation income
Form 1099-R: Pensions, annuities, retirement or profit-sharing plans, IRAs, etc.
Form 1099-B: Brokerage Statements
Form SSA-1099/1042S: Social Security benefit statement
Form 3922: Transfer of Stock options exercised
Form 1098: Mortgage interest
Form 1099-S: Sale of your home or other real estate
Form 1099-INT & 1099-OID: Interest income statements
Form 1099-DIV: Dividend income statements
Form 1099-B: Proceeds from broker transactions
Form 1099-R: Retirement plan distribution
Form 1098-T: Education expenses (tuition and fees)
Form 1099-SA: Medical Savings Accounts and Health Savings accounts

There is no one size fits all approach to taxes. The list above are the most common forms that individuals receive. This list will help you know what documents to keep an eye out for throughout the year.

what makes You different from other companies?

I specialize in education. It is extremely important to me that all my clients understand their personal finances. As an individual when you work with me you are receiving a white glove approach to finances. From tax planning to providing reading resources, I will be with you every step of the way.

how do I lower my my tax liability?

There is no one size fits all approach to taxes. However, below is list of things that will get you started:

purchase a rental property
start a side hustle
create a home office

What people say?

I worked alongside Alora at DailyPay for several months before she left for another opportunity. Later, when we were in a pinch, we reached out to see if she could help with project work. Alora came back and helped us tremendously. She has a rock solid understanding of accounting, and cares deeply about the quality of her work. I'd call on her again, even in the more typical situation where she isn't already familiar with the company. I'm confident she'd get up to speed quickly and perform!

L.K. Tan, Director of Finance Transformation

DailyPay

Working with Alora was amazing. My cofounder and I are new entrepreneurs and didn't know the first thing about filing taxes for our business. Alora met with us several times in-person and made sure we really understand the tax laws regarding our business. Additionally, she worked with us on really understanding what it meant to be a LLC and how it differs from a Delaware C Corp and more things entrepreneurs don't think to learn about prior to starting a business. She was always available and made us feel comfortable to reach out anytime if we had any questions about our company. Beyond that, Alora has a great spirit and makes you feel completely comfortable working with her. 5 stars.

Netta Dobbins, CEO & Co-founder

Minorities in media connect

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