American Tax & Financial Group, LLC

Description

LLC (ATFG) is an independent, private tax preparation and investment advisory firm located in Alpharetta, Georgia. We provide broad-based 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 take pride in being proactive in helping you plan. Our mission is to offer you the services that best fit your needs.

To enable you to easily track your investments, we provide access to performance reports that summarize your portfolios. This statement can be downloaded, emailed or sent regular mail.

Margaret Nickens began working with ATFG as a high school student. Margaret assists with building the website and contributing to the monthly newsletter, along with various other activities. She is currently pursuing an English degree at Brown University, where she enjoys working with various student publications and volunteering in the community.

Christy joined ATFG in 2013 to manage our client service activities. She previously worked as an assistant at a local animal hospital and remains an active volunteer for the local humane societies. Christy will likely be the first person you meet when you call or visit our office and she is involved in all areas of the business to ensure we exceed your expectations.

Michael is dedicated to helping others improve their financial well-being – whether they are building a retirement fund or launching a new business. His combination of business experience and professional training give him the ability to quickly identify a client’s needs and provide the guidance to help them reach their goals.

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