If you're like most individuals and small business owners,
your tax preparer does a fine job recording the history you give them. They put the "right" numbers in the "right" boxes on
the "right" forms, and file them by the "right" deadlines, but then they call it a day.
Allen & Allen LLP is different.
We don't just record the history you give us. We go beyond that to give
you proactive concepts and strategies to keep more of what you earn -- without resorting to “gray areas” or questionable
tactics.
We'll find the mistakes and missed opportunities that may be costing you thousands, then show you how proactive
tax planning can rescue those wasted dollars. You’ll sleep well knowing you aren’t missing a single planning opportunity.
Our Mission is Your Success
Our mission is simple -- to deliver proactive tax & wealth management
strategies to minimize your tax liability, maximize your wealth so you can achieve your financial goals.
About our firm
Allen
& Allen LLP was established in 2002 by Noelle Allen, CPA and her son Mark Allen, CFP®, Enrolled Agent, MSFP, CA Insurance
Licensed. They serve clients in both the Bay Area and Sacramento Area specializing in income tax strategies and wealth management
services for the individual and small business owner.
Today, Noelle & Mark serve clients in a broad range of fields including
alpaca ranching, professional services, trade services, real estate, software development, and other fields.
Noelle & Mark's clients rely on them for:
- Minimizing business and family tax bills
- Achieving their retirement goals
- Improving their financial wellbeing through holistic wealth management
- Choosing and managing the right business entities for their unique goals
- Choosing and establishing the right qualified retirement plan vehicle
- Selling and exchanging real estate and other appreciated assets
- Selling stock options - Timing and other issues
How do you sign up with us?
As
with most service professionals there needs to be a “fit” or “match” on a personal level. We firmly believe you must like and trust your financial professional.
After all, you will be trusting this person with highly personal and confidential information.
To
ensure that we are a “match” for you we have an initial interview to fully determine your needs
and to review your previous years’ tax returns. During this interview process we
will tell you which services will benefit you and provide a cost estimte for these services.
We
are open to meeting with you at our Cameron Park office, at any of our affiliate offices (Pleasanton or Sunnyvale), or if the circumstances are right, at your home.
Call
us today to schedule an initial interview. If your're not there yet, just SIGN UP for our free monthly newsletter to get a better feel of who we are and how we help our clients. This
is a great opportunity for you to receive FREE
tax strategies and tax news that can save you thousands of dollars.
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E-NEWSLETTER
Sign up for our FREE monthly e-newsletter. You will receive the latest tax
news and strategies, Spotlight on Service, notification of free seminars, and much more...
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Click on the links below to send us an e-mail to offer your comments, suggestions,
or questions.
Noelle Allen, CPA
Mark Allen, EA, MSFP, CFP®
Callie Neville, EA
May Barisone, Office Manager
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