Our Services Accurate and timely accounting information is a necessity for any successful business.  Allied Tax Planners can assist you on either a temporary or on-going basis.  Our clients receive incomparable, personalized, quality service.  We offer the following: - Financial Advising Services - Tax Planning and Return Preparation Services - Auditing Services - Payroll Services - Business Valuation Services Please click here, for testimonials from some of our satisfied clients.   Financial Advising Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance.  Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.  We strive to form lasting relationships with our clients - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: - Investment Consulting - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning - Insurance Consulting    Our Equilibrium Program Equilibrium is our comprehensive tax AND wealth planning package.  This is our special niche, as we feel that qualitative financial advice cannot be formulated without an extensive knowledge of tax consequences, and vice versa.  Please click here to read more about this exclusive service.   Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.   Audit Defense - Audit Representation Services Audits can be time-consuming, terrifying, and expensive.  Even if you get a positive ruling in the audit, the fees for your representation can be costly!  When we prepare your tax return, for an additional fee we will insure your return from additional audit representation fees.  This includes: - Consultations with your representative - Phone calls - Meeting with the IRS, FTB, etc. - Research and preparation We are the only company that offers a service like this!   Payroll & Bookkeeping Services In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns, including sales tax and property tax(Form 571).  Please click here, for testimonials from our satisfied clients. All securities offerred through American Investors Company, member FINRA/SIPC.