Alicia Kovach

Chief Operating Officer @Valley Oak Financial, PLC

Kalamazoo, MI, US

Our mission is to build clients for life and create raving fans. Valley Oak is not your typical CPA & Financial Firm - we believe there is a great difference between tax preparation and tax planning. Most business owners assume when getting their taxes prepared, their tax advisor would tell them if there was a way to lower their income taxes. Unfortunately, this is a horrible assumption and we want to educate business owners on what tax reduction opportunities they may be missing. On average, after meeting and engaging us, our clients save anywhere from in personal income tax year-after-year, sometimes more. There are also several other one-time opportunities to reduce, defer, and sometimes eliminate income taxes when the opportunity presents itself. We are here to help assure you don\'t miss your opportunity to save these crucial dollars. How do we accomplish this? We use a customized tax plan, our “Tax BluePrint”, which puts the tax code to work for your benefit through one or many of our proven tax strategies. We believe that the power of a dollar is best utilized in the hands of the business owner or entrepreneur and it is a top priority of ours, that is keeping your hard earned dollars in your pocket, to the fullest extent of the law. Alicia\'s role within the firm is bringing the vision of the CEO to life through methodical implementation processes. She focuses her day to day around the operations of growing the firm, and provides internal leadership and support to the entire team. She is licensed life insurance agent and is a believer that if properly utilized, life insurance is one of the best tax-free income and retirement vehicles available. If you are looking for a forward-thinking, anti-status quo, and someone who wants you to pay less tax - look no further.

Ball State University

Bachelor of Science in Exercise Science, Minor in Professional Selling, Exercise Science and Professional Selling