Elm3 Financial & CPA Group

Elm3 Financial & CPA Group Our Elm3 team delivers investment advisory, tax, bookkeeping, & financial planning services. This platform is solely for informational purposes.

Elm3 Financial Group is an independent, investment advisory and financial planning firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio and investment management, financial planning, as well as life, disability and long-term care insurance. Whether you are starting a family, launching a new business or planning for retirement, we hav

e the expertise to help you reach your goals. Elm3 CPA, Tax and Accounting is an independent tax preparation and bookkeeping firm located in Alpharetta, Georgia. We provide comprehensive tax planning and preparation services as well as small business services including bookkeeping and payroll. DISCLOSURE: Elm3 Financial Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Elm3 Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Elm3 Financial Group unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Electric vehicle tax credits can be valuable, but they come with several IRS requirements—including income limits, vehic...
03/14/2026

Electric vehicle tax credits can be valuable, but they come with several IRS requirements—including income limits, vehicle price caps, and eligibility rules.

If you purchased a new or used EV in 2025, be sure to provide your dealer’s “Time of Sale” report to your tax preparer. This document is required to properly claim the credit on your tax return.

Keeping the right documentation now can help avoid delays or issues later.

If you have questions about EV credits or other tax planning strategies, our team at Elm3 Financial Group is always here to help.

To begin preparing your tax return, please upload your documents to the secure client portal or drop them off at our off...
03/13/2026

To begin preparing your tax return, please upload your documents to the secure client portal or drop them off at our office.

A few helpful reminders as we get started:

• Order of Processing: Tax returns are prepared in the order that documents are received.
• Documentation First: We will begin processing your tax return once all necessary documents have been submitted.
• Pickup Appointments: Once your return is fully completed, we will reach out to schedule your pickup appointment.

Submitting your documents early helps keep the process moving smoothly during the busy tax season.

If you have any questions about uploading documents or using the portal, our team at Elm3 Financial Group is happy to help.

There are a number of tax documents or pieces of information that folks may forget about or overlook during filing seaso...
03/07/2026

There are a number of tax documents or pieces of information that folks may forget about or overlook during filing season. If you had tip income or overtime pay, make sure to provide your preparer with your final paystub of the year! Those with health insurance from the exchange should provide their preparer with a Form 1095-A, and those who took HSA distributions need to provide a Form 1099-SA. To deduct business mileage, you will need to provide a log showing total business miles driven during 2025 in addition to the vehicle's make/model and the vehicle's beginning and end-of-year odometer readings. Those with college students should provide a 1098-T to show tuition costs and may need to provide Form 1099-Q if you took distributions from a 529 Plan. Finally, please alert your preparer if you traded in cryptocurrency during 2025.

The last day to schedule your tax pick-up appointment with Elm3 for the April 15th deadline is April 3rd! We have just 2...
03/06/2026

The last day to schedule your tax pick-up appointment with Elm3 for the April 15th deadline is April 3rd! We have just 29 days until April 3rd, so make sure to get your tax documents uploaded if you do not want to file an extension this year.

We are happy to introduce this year’s office greeter — Lilly, our English Cream Golden Retriever, born November 5, 2025....
02/20/2026

We are happy to introduce this year’s office greeter — Lilly, our English Cream Golden Retriever, born November 5, 2025. Lilly is playful, curious, enthusiastic about office visits, and very serious about nap time. She enjoys supervising from under desks and providing much-needed puppy therapy during busy days.

CiCi Hope is our smartly dressed and kind receptionist and will be answering most incoming calls and assisting clients w...
02/20/2026

CiCi Hope is our smartly dressed and kind receptionist and will be answering most incoming calls and assisting clients while in the office. She helps coordinate documents, appointments, and questions—overall making sure things run smoothly from the moment you contact us.

Diana Serrano Martinez assists with gathering and processing tax returns and supports the intake and organization of cli...
02/19/2026

Diana Serrano Martinez assists with gathering and processing tax returns and supports the intake and organization of client documents. She is often one of the first friendly voices you hear when contacting our office and has expressed a desire to continue growing professionally. Diana has begun learning payroll processing for our business clients.

Kat Bjerkadal manages office operations and client portals and assists with data gathering and input for our financial p...
02/18/2026

Kat Bjerkadal manages office operations and client portals and assists with data gathering and input for our financial planning clients. Kat has demonstrated a strong desire to continue learning and growing within the firm, and her organizational skills keep everything running smoothly behind the scenes.

Margaret Nickens, a Certified Financial Planner® and National Social Security Advisor Certificate Holder, serves as the ...
02/14/2026

Margaret Nickens, a Certified Financial Planner® and National Social Security Advisor Certificate Holder, serves as the Chief Compliance Officer and Lead Financial Planner at Elm3. In addition to managing retirement, education, and Social Security planning, Margaret also assists with portfolio reviews, payroll, tax preparation, and client communication.

Monica Ladson recently passed her Series 65 exam, allowing her to now work as an investment advisor representative with ...
02/13/2026

Monica Ladson recently passed her Series 65 exam, allowing her to now work as an investment advisor representative with Elm3 Financial Group. She supports our investment advisory clients through research and portfolio management tasks, while also playing an important role during tax season.

Kylee Wagner has now been with Elm3 for two full years. She supports individual and business clients through tax prepara...
02/12/2026

Kylee Wagner has now been with Elm3 for two full years. She supports individual and business clients through tax preparation and accounting services, including financial record maintenance. Kylee continues to expand her technical skills and is actively studying for the Enrolled Agent (EA) exam.

has changed, her role at Elm3 has not. Heike continues to prepare tax returns for both individual and business clients a...
02/07/2026

has changed, her role at Elm3 has not. Heike continues to prepare tax returns for both individual and business clients and provides accounting services and tax planning support. She has been with Elm3 since 2016 and is valued for her precision, reliability, and steady approach.

Address

5755 North Point Pkwy, Ste 92
Alpharetta, GA
30022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

(678) 297-9500

Website

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