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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.

  • Pro*ac*tive Tax Strategy Planning - a strategic analysis of all factors affecting your current tax status with an actionable strategy for legally minimizing your tax burden without using gray area or questionable tactics. This service focuses on the long-term.

  • Tax Projection Service - a tactical service where 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 you have an unusually large financial transaction or highly variable income from year to year. This service focuses on the short-term.

  • 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

Have you ever wished all your financial advisors were “on the same page”? Have you ever felt like a tennis ball taking information back and forth from your accountant to your investment advisor to your attorney? Have you ever lost opportunities because your finances weren’t coordinated properly?

Here at Allen & Allen, we see clients paying high prices because they don’t coordinate advisors. Just recently, a client lost a once-in-a-lifetime chance to convert their traditional IRA into a Roth IRA tax free – simply because we didn’t know they had the traditional IRA.

That’s why we’re pleased to announce that we’re offering comprehensive wealth management services to clients just like you. Now you’ll never have to worry about losing those opportunities.
  • Wealth Management Service - a 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™(www.wealth-mgt.net).

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.

Insurance Services

  • Insurance Planning - We analyze your current insurance policies to look for cost savings and gaps in coverage. Our insurance expertise covers group and individuals plans from the following areas:

    • Life Insurance
    • General Annuities
    • Long-Term Care Insurance
    • Disability Insurance
    • Medical, Dental, Vision, Including HSA Insurance

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 - 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.