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We offer many services

Tax Services

  • Tax Compliance Service - we prepare personal, business, trust, estate & gift tax returns for both federal and state tax entities using a triple review process to avoid potential audits.

  • [prōh-ak-tive] Business Tax Service - a comprehensive business tax service designed to offer proactive solutions to small businesses. You get business tax preparation, individual tax preparation, unlimited phone consultations, unlimited e-mail consultations, monthly newsletters discussing the latest tax topics, due date monitoring, quarterly Quickbooksä account reconciliation, quarterly financial review meetings, fall tax projection so no planning opportunities are missed, year-end financial reconciliation, and a one-on-one review of your corporate finances to show you what the numbers mean and provide feedback to better operate your business.

  • Tax Strategy Planning - we analyze all factors affecting your current tax status and generate an actionable strategy for legally minimizing your tax burden without using gray area or questionable tactics.

  • Tax Projection Service - we project your current year’s tax obligation and provide recommendations to reduce your tax obligation and/or avoid penalties and interest. This is generally performed when a client has an unusually large financial transaction or highly variable income from year to year.

  • W-4 Calculation Service - we optimize your tax withholding so the government does not hold on to any excess taxes paid, maximizing your take home pay while meeting withholding requirements for Federal & State tax entities.

Wealth Management Services

  • Wealth Management Service - our platinum level service designed to maximize your wealth through asset management. You get a customized tax minimization and wealth maximization strategy, a customized investment portfolio design, an online vault for easy & secure access to all of your financial documents, a live net worth statement, and an annual fall tax projection. This service will include the review of retirement planning, estate planning, tax planning, insurance planning and investment planning, and supply an analysis and recommendations as to the actions and investment strategies necessary to attain your goals and objectives. This service is provided in partnership with Wealth Management Associates, Brian Damiani – Certified Financial Planner™.

  • Wealth Management Tax Plus+ Service - a service very similar to our Wealth Management service however it is based on your net worth. There is no need to have your assets under our management. The service includes everything from our traditional Wealth Management service plus the individual tax return preparation.

Click for more on our Wealth Management Service

Financial Planning Services

  • Comprehensive Financial Tune Up - a service designed to provide a thorough review of your current financial condition in the areas of retirement planning, estate planning, tax planning, insurance planning, college planning, and investment planning. You will be provided an analysis and recommendations as to the actions and strategies necessary to achieve your pre-determined goals and objectives.

Click for more on our Financial Tune Up service

Consultation Services

  • Starting a New Business Consult - we discuss the new business endeavor and advise you what actionable steps are required to realize your dream.

  • Entity Selection Consult - we analyze all of your tax aspects and business endeavor to determine the proper business entity to form.

  • 1031 Real Estate Exchange Consult - we determine the best strategy for exchanging property with various tax consequences and scenarios.

Other Services

  • Tax CD Service - (existing clients only) we will copy the last 4 years of tax returns and associated source documents to a CD ROM and mail it to you. In some cases we may not have your last 4 years of tax returns, in which case we will advice you before hand and copy the years that we do have.

  • Tax Scan Service - we will scan documents provided by you and include where applicable, previously scanned documents that we already have. We will mail your CD back to you and wait for signed release to securely shred your original source documents.

    Contact us regarding other services you may desire that are not currently listed.

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

Office Hours:
Tax Season (Jan 15 - April 15) - M-F, 8:30am - 5:00pm
Off Season (April 16 - Jan 14) - M-Th, 9:30am - 4:00pm

"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.