Tax Alpha Companies
For Tax Alpha Companies
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Overview
$250,000+
Min Project Size
10 - 49
Employees
2022
Year Founded
ABOUT TAX ALPHA COMPANIES
Turning tax liabilities into tax opportunities
Tax Alpha Companies incorporates tax strategy from the beginning, assisting businesses and professionals in achieving more advantageous tax results to maintain long-term wealth.
Languages Spoken
English
HIGHLIGHTS
$250,000+
Min Project Size
10 - 49
Employees
2022
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Tax Consulting
30% Financial Advisory & Consulting
About the Team
OUR STORY
Established in 2023, Tax Alpha Companies builds on nearly two decades of tax-advantaged investment expertise from Forbes columnist Matt Chancey, aiming to help commercial and investment property sellers defer or reduce capital gains taxes. Having facilitated over $1 billion in real estate and energy deals, the company provides clients with tailored strategies including cost segregation, accelerated depreciation, and prudent reinvestment. Tax Alpha guides sellers through essential steps like independent property appraisals, working with qualified intermediaries, and developing personalized income replacement plans. Recognizing the complexities of commercial real estate sales and potential tax burdens, Tax Alpha partners with a broad professional network to deliver smarter, tax-efficient outcomes, empowering clients to make informed decisions and optimize their investments.
Projects & Clients
Project Size & Rate
Minimum Project Size
$250,000+
