Have questions? Get in touch with us today.
+1 248-461-3120
Servicing Businesses in the United States
At the heart of our firm is a leadership team with decades of combined experience:
Frank Alcini, CPA, CGMA, CITP, CFE, CTRC — Over 25 years of experience, national firm background, licensed real estate professional, active investor, and member of the MICPA Construction & Real Estate Task Force.
Lori Alcini, EA, CTRC, CTRS — Enrolled Agent authorized to practice before the IRS, specializing in real estate and construction compliance and tax strategy.
Together, we provide both technical knowledge and practical, real-world guidance to help clients succeed in a complex tax environment.
We don’t just prepare tax returns—we deliver strategies that strengthen your financial foundation and position you for growth.
Real Estate Tax Strategies — 1031 exchanges, cost segregation studies, real estate professional status (REPS), energy credits (179D/45L), entity capitalization, and estate transfers.
Construction & Contractor Advisory — WIP reporting, ratio analysis, compliance, and tax planning tailored for contractors.
Family & Investor Solutions — income tax, partnerships, trusts, estates, and generational wealth strategies.
From tax compliance to strategic planning, our solutions are designed to minimize taxes, strengthen financials, and build long-term wealth.
Every client’s situation is unique. Many of our clients—whether investors, contractors, or family business owners—don’t have an in-house accounting team. That’s where we step in.
We bridge the gap between day-to-day bookkeeping and high-level tax planning, providing clarity, proactive guidance, and actionable strategies.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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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