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| The Team - Callie, Noelle, Mark, May & Mary |
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.
Further, your financial planner is probably just interested in selling you insurance, or just interested
in getting more of your assets under management. When is the last time they gave you tax advantaged strategies for investing?
Or tax advantaged strategies for paying long-term care costs?
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 & financial 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 & financial planning strategies to
minimize your tax liability and maximize your wealth so you can achieve your financial goals.
About our firm
Allen
& Allen LLP, a Cameron Park CPA Firm, was established in 2002 by Noelle Allen, CPA and her son Mark Allen, CFP®,
Enrolled Agent, MSFP, CA Insurance Licensed. We serve clients in the San Francisco Bay Area, El Dorado Hills, Folsom,
and Sacramento Areas specializing in income tax and financial planning strategies for the individual and small business
owner.
Today, we can serve you in a broad range of fields including
alpaca ranching, professional services, trade services, real estate, software development, and other fields.
- Are you an employee looking to pay less tax and start building wealth?
- Are you a self-employed business owner or professional looking to increase
cash flow and use the hundreds of tax strategies available to slash your tax bill?
- Are you contemplating retirement but are not sure you have enough assets
to live on through retirement?
- Do you have stock options but are not sure you are exercising them
in the most tax efficient manner?
- When is the last time your investment advisor gave you a tax strategy for
your investments?
- Do you have a significant amount of money in a traditional IRA? - a Roth IRA Conversion might make
sense.
These are just a few of the hundreds of issues we can help you
address.
Get your 2009 Tax Analysis Now!
Imagine
what could happen if you could plan how much you pay in taxes and when you pay. We help you legally earn more, keep
more of what you earn, and pay less tax!
Call
to arrange for a comprehensive tax analysis before it's too late. You could be wasting thousands of dollars in taxes
due to expiring tax incentives recently passed to stimulate our economy.
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.
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Mark picks the restaurant, you pick up the bill. While
we eat, you get to ask Mark all the questions you want. It's the cheapest hour of a financial professional's time you'll
ever get. Give us a call and let's do lunch!
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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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- 17 years as a client and counting. I think that speaks for itself. –Alan
- I inherited Noelle from my husband and since that time, have found her to be absolutely
on top of the game for personal taxes, and the somewhat complex estate issues of my husband, my mother and my father. I
cannot ask for a more responsive and responsible accountant! - Karen
- Mark has saved me from wasting thousands of dollars in taxes. He is an expert
in Stock Options and Alternative Minimum Tax! Thank You Mark! - Jeff
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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.
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