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Following is a list of our most recent newsletters & articles for your review. 

Our Own Articles & Items:

What's a Wealth Manager?

Are Annuities Right For You?

Top Five Tax Questions Answered

Eat, Drink, and be Deductible

Green Articles & Items:

Hybrid Cars, Financial Sense?

Hybrid Car Savings Calculator

Recent Articles:

Top 10 Tax Tips (24KB, .pdf)

Can You Spare Five Minutes for a Financial Checkup?

Personal Residence Gain Exclusion & Property Tax Basis Rollover

Financial Wellness Checkup (12KB)

Allen & Allen LLP - A CPA & Wealth Management Firm
3430 Robin Lane, #4
Cameron Park, CA 95682
P: (800) 850-4435
F: (530) 672-9725
noellecpa@allentaxes.com - mark@allentaxes.com

Office Hours:
Monday to Friday 8:30am - 5:00pm

"In accordance with IRS Circular 230, the information on this Web site is not intended or written to be used, and cannot be used as or considered a covered opinion or other written tax advice and should not be relied upon for the purpose of avoiding tax-related penalties under the Internal Revenue Code; promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein; for IRS audit, tax dispute or other purposes"

Mark Allen is a registered representative and investment advisor representative offering securities and investment advice through Transamerica Financial Advisors, Inc., a registered broker/dealer and investment advisor, Member FINRA & SIPC. Transamerica Financial Advisors, Inc. does not give tax or legal advice.