Do you want an ally and partner for your tax and financial affairs? 

Someone who will understand your situation and look for every planning opportunity possible, while handling any issues that may arise while doing so? Welcome to Allen Tax Planning. Our service is just that. We do not bill for every little engagement you have with us. We take over the whole role as your tax advisor. 

We are holistic in our offering, meaning we look at everything that may affect your tax situation. We don’t bill you for each little service, it’s all rolled into one price. Our service incorporates the following: Tax return preparation Mid-year planning – looking at your net worth and other financial aspects to uncover financial planning opportunities. This is not a financial plan, but more of a review of your situation. Fall “quick” check tax projection to determine if you will owe any taxes and if we are employing the latest in tax laws to save you tax. This is where tax strategy hits the road. 

W-4 calculations  

This relates to your paycheck tax withholding. If this is out of whack, we will correct it, so you do not over or underpay your taxes throughout the year. Interface with your investment advisor to make sure they are in sync with your tax situation. If you do not have an investment advisor, we also offer that service through our sister firm, Wealth Management Associates (www.wealth-mgt.net). IRS and FTB letters – we handle the responses for you. Audit protection up to 2x your invoiced amount. 48 hour turn around on e-mails and phone calls. Other firms won’t do this, or they will and charge you for each engagement. Once the engagement is done, they wash their hands and move on. We’ve found over the years that providing a tax or financial plan is nice, but clients either do not know how to implement them, or they want their tax professional to handle it. That’s where we come in. We handle the details for you.