Most accountants do a fine job recording history – the history you give them!  At tax time, 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.

 

If that is all you are Getting, You are Missing Valuable Tax Breaks!

 

To minimize your taxes, you need a plan.  You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”

 

Have you organized your business right?  Do you have the right benefit plans for yourself and your employees?  Do you have the right retirement plan to prepare for your future?  Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?

 

How We’re Different

 

My name is Mark Allen, Certified Financial Planner™, Enrolled Agent, Master’s of Science in Financial Planning.  I started Allen & Allen LLP to offer a different kind of service. I don’t just record the history you give me.  I go beyond, to give you proactive advice and strategies to help you earn more and keep more.

 

The “other guys” settle for after-the-fact planning.  Too often, that means outdated information, nasty surprises on April 15, and no feeling of control.  I give you ongoing coaching and proactive solutions.  You enjoy total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams.

 

The “other guys” offer “see you next year” service, with limited contacts except at tax time.  (And invoices for phone calls and even emails!)  I offer ongoing support.  That means year-round contact, support, direction, and accountability.

 

The icing on the cake is that I am a Certified Financial Planner™ which means I have the background, knowledge and experience to offer you more than just tax planning.  I offer insurance reviews, estate planning reviews, investment reviews, and retirement strategy reviews. 

 

What’s the bottom line?

 

• I empower you to achieve your dreams. 
• I educate you in a language you understand – (we save the CPA gobbledy goop for all those lively CPA membership club meetings)  
• I make suggestions for increasing your business income.   
• I help you set goals to achieve your dreams.  
• I design and help you implement innovative, customized tax and financial strategies that minimize your taxes and your risk of audit while maximizing your take home income.

Personalized Proactive Tax Strategy

The process starts with your personalized proactive tax strategy.  Here’s how it works:

 

• You start with a meeting.  I want to hear about where you are now, and where you want to be.  I ask a few easy questions about your current situation and from that determine your personal financial needs and how I can best assist you.
• I will review your prior year tax returns and go over your tax savings potential.  I’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up.   
• We will go over the maintenance plans and determine which one is best for your needs. 
• We will complete a brief Tax Questionnaire.  This is where you tell me your financial and business goals and where your money currently goes.  The more information you give me the better job I’ll do.

 

Basic		Preferred		Preferred Plus
For individuals who:   Want more than just annual tax preparation, looking for ongoing guidance and advice		For individuals who:   Own rental property or a sideline business and want ongoing guidance and advice		For individuals who:   Own rental property or a sideline business and want our most comprehensive service
·         Initial Tax Strategy Analysis ·         Federal Form 1040 preparation ·         Due date monitoring ·         Free electronic copies of returns (via Lockbox Service) ·         $250 Annual Audit & Notice Response Protection ·         6 e-mail/phone calls		·         Initial Tax Strategy Analysis ·         Federal Form 1040 preparation ·         Due date monitoring ·         Free electronic copies of returns (via Lockbox Service) ·         $500 Annual Audit & Notice Response Protection ·         12 email / phone calls ·         W-4 / estimated tax review ·         Personal Financial Review (Investment, Retirement, Insurance, Estate, & Tax) OR Fall Tax Projection & Annual Strategy Planning ·         Mortgage Rate Monitoring ·         Credit Report & Monitoring		·         Initial Tax Strategy Analysis ·         Federal Form 1040 preparation ·         Due date monitoring ·         Free electronic copies of returns (via Lockbox Service) ·         $1,500 Annual Audit & Notice Response Protection ·         Unlimited email / phone calls ·         W-4 / estimated tax review ·         Personal Financial Review (Investment, Retirement, Insurance, Estate, & Tax) ·         Mortgage Rate Monitoring ·         Credit Report & Monitoring ·         Fall Tax Projection & Annual Strategy Planning
Base Fee:	Starting @ $49 / Month	Base Fee:	Starting @ $89 / Month	Base Fee:	Starting @ $139 / Month
Enrollment Fee Applies		Enrollment Fee Applies		Enrollment Fee Applies
Because it’s what you keep that counts![2]

Now that you’ve seen how I can help you, take the next step. Sign up with me today and start saving.  I’ll identify the mistakes and missed opportunities that may be costing you thousands of dollars per year, then show you how to craft a plan to cure them.

 

For a comprehensive list of our services click here.