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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.
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:
- Long-Term Care Insurance
- Fixed and Fixed Index Annuities
- Disability Insurance
- Life Insurance
- Accident 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.
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Allen & Allen LLP P: (916) 932-0660 F: (530) 672-9725 Office Hours: Monday to Friday 8:30am to 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"
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