The ATP Philosophy ALLIED TAX PLANNERS is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base. We have learned a great deal since we began in this business, and we are ready to apply this knowledge to enhance your company's growth and success. Together we can conquer all of the intricacies of doing business in today's fast-paced economy. We are looking forward to working with you. Click here for directions to our offices, and read on to learn more about our advisors and staff.

Bradley Haupt, EA President, Tax Planner Bradley Haupt has more than 30 years of experience as a tax and financial advisor, including tax preparation, tax planning and audit representation. Brad's areas of specialization include tax exempt organizations and small business consulting.   Mr. Haupt is an Enrolled Agent recognized to practice tax law before the Internal Revenue Service. Allied Tax Planners was started by Mr. Haupt in 1978. Mr. Haupt majored in accounting at San Jose State University (San Jose, CA). Mr. Haupt holds licenses as a Registered General Securities Principal and Registered Options Principal, and is currently registered with American Investors Company. Other licenses include Real Estate, Life and Disability Insurance, and Variable Contracts.    Mr. Haupt has twice been a guest on "Viewpoint," a radio talk show aired on KNBR and KYUU. Other appearances include "Investment Magazine," which airs on KCBS, and a primetime talk show on KPIX in San Francisco. Mr. Haupt has spoken for numerous seminars and for church, service, and professional groups on tax and financially oriented topics.   Mr. Haupt served on the Board of Directors for the East Bay Chapter of the National Association of Enrolled Agents for five years. He has chaired committees for mini-seminars and the annual three-day update seminar which provides continuing education for Enrolled Agents, CPA's, and other tax related practitioners. Mr. Haupt is an active member of the National Association of Enrolled Agents and the California Society of Enrolled Agents. He was one of the first to be admitted into the prestigious Registry of Financial Planning Practitioners. He currently teaches for the Learning Annex in San Francisco classes covering accounting, and tax planning for small businesses. Mr. Haupt is the father of five sons and one daughter, is involved in Scouting, and is active in church affairs. Email Brad regarding tax matters ataxplan@aol.com Email Brad regarding securities related matters at bhaupt@aicrep.com
Daniel Haupt, CRTP Tax & Wealth Strategist Daniel Haupt is a tax and financial practitioner and has been preparing taxes for five years. He has done extensive research on payroll taxes and business entrepreneurship. Daniel established the payroll division of Allied Tax Planners and coordinates the payroll and bookkeeping services for the company.  He has been visionary in keeping our firm abreast of the latest technology, taking a personal role in revamping our office infrastructures.    Daniel also speaks fluent Spanish and has a growing Spanish-speaking client base.   Daniel is married, has two children, and enjoys running and cycling. Email Daniel regarding tax matters at daniel@alliedtaxplanners.com Email Daniel regarding securities related matters at dhaupt@aicrep.com
Matthew Haupt Tax & Wealth Advisor Matthew Haupt has a bachelor's degree from Brigham Young University and several years experience in tax preparing.  Matthew also has experience in marketing, entrepreneurship, and business consulting, and he has brought a lot of value to the firm with his experience in office administration and organization.   Email Matthew at matt@alliedtaxplanners.com
Andrew Haupt Tax & Wealth Strategist Andrew Haupt is the newest addition to the ATP roster, and has been preparing taxes since 2005.  Andrew started with H & R Block and came onboard in 2007.  Andrew, like the rest of our advisors, is a California Bay Area native and enjoys being able to work and thrive in the East Bay Area.    Andrew speaks fluent Japanese, is married, and enjoys music.   Email Andrew at andrew@alliedtaxplanners.com
Rachel DeWoody Accountant Rachel DeWoody handles bookkeeping and accounting for our business clients.  She has been with Allied Tax since 2006, and has many years accounting experience previous to joining our firm. Rachel and her husband have just adopted a baby girl, Morgan! Email Rachel at rachel@alliedtaxplanners.com
Renee Rusk Payroll Coordinator Renee Rusk handles payroll accounting for our business clients and has decades of office experience.  If one of the advisors doesn't pick up the phone, its usuall Renee's cheerful voice answering your calls.  Email Renee at renee@alliedtaxplanners.com
Karen Morris Office Coordinator Karen is our office coordinator, and handles a lot of the phones and administrative work around the office for us.  She handles our schedules and makes sure we get our messages.  Email Karen at karen@alliedtaxplanners.com