National Expertise. Personal Commitment. A Different Kind of CPA Firm
Strategic Planning Advisors, LLC was built on the belief that tax planning, financial clarity, and wealth building shouldn’t be reserved for the Fortune 500.
We combine technical tax expertise with real-world investor insight to deliver results, expertise, and integrity for every client.
Meet the Team of Professionals
We’re not just accountants. We’re investors, advisors, and problem-solvers.
Our firm is built by people who understand the business and the balance sheet — because we’ve been in your shoes. Meet the team that helps real estate investors, contractors, and business owners take control of their finances with clarity and confidence.
Frank Alcini, CPA, CFE, CGMA, CITP, CTRC
Founder & Managing Partner
Connect with Frank
Frank is a Certified Public Accountant and seasoned financial strategist with more than 25 years of experience advising real estate investors, construction contractors, and small business owners.
As Founder of Strategic Planning Advisors, Frank leads the firm’s Tax Planning, CFO Advisory, and Forensic Accounting practices. His unique background as both a practicing CPA and an active real estate investor allows him to identify opportunities most advisors overlook — integrating cash flow management, tax efficiency, and long-term strategy into one cohesive plan.
He’s known for helping clients “never be blindsided” by their numbers — a philosophy that drives the firm’s results-first approach.
Outside of work, Frank is a lifelong learner, he may be enjoying time with family, riding his motorcycle, in the gym training, investing in new projects, or developing educational content to help business owners stay financially confident and audit-proof.
• CPA – Certified Public Accountant
• CFE – Certified Fraud Examiner
• CGMA – Chartered Global Management Accountant
• CITP – Certified Information Technology Professional
• CTRC – Certified Tax Representation Consultant
Lori Alcini, EA, CTRC
Partner, IRS Representation & Tax Planning Division
Connect with Lori
Lori is an IRS Enrolled Agent and licensed tax professional who specializes in resolving complex IRS and state tax issues for individuals and small businesses. She co-leads the firm’s IRS Resolution practice and heads the strategic planning process for high-income taxpayers seeking proactive guidance.
With a background in both accounting and client relations, Lori’s strength lies in translating complex tax problems into clear, actionable solutions. She’s known for her calm, detailed approach and her ability to bring peace of mind to clients navigating audits, back-tax issues, or multi-entity filings.
Lori partners closely with Frank to deliver the firm’s Tax Savings Blueprint and IRS Problem Resolution System, ensuring clients get both protection and proactive strategy under one roof.
• EA – Enrolled Agent (Licensed by the U.S. Treasury to represent taxpayers before the IRS)
• CTRC – Certified Tax Representation Consultant
Our Extended Team
We collaborate with a network of bookkeepers, valuation experts, and legal professionals — all vetted for integrity, precision, and results. Together, we offer the depth of a national firm with the personal attention of a boutique practice.
Ready to meet your advisory team?
Schedule a complimentary strategy call and see how our CPA–EA team can help you keep more of what you earn.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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Disclaimer:
Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.
Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.
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