About the Business
Getting the biggest refund is just the beginning. At Allied Tax Planners, we don't simply fill out forms like some tax preparers; we provide counsel to help you take advantage of your circumstances and save more. We'll show you how to keep documents that will hold up in an audit, answer your questions about what can be deducted, and stick around past tax season. We don't just do tax preparation; we offer tax resolution services to those who have fallen behind on taxes and owe more than they can pay. With our commitment to good service since 1978, we can help you get a fair deal that'll get you back on track. Contact us now to find out more!
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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- Allied Tax was started by Bradley Haupt back in 1978. Brad had been selling investments for a few years, and had quite a few clients tell him, after his presentations, "Sound great, Brad. Let me talk to my tax guy about this." He wondered why tax professionals were so often consulted. Brad then came to realize that there was a need for professionals who knew both taxes as well as financial planning and investment management, and this lead directly to the creation of Allied Tax Planners, a unique firm of professionals trained in both tax and investment advisory services.
- (510) 886-2937
- 7300 Johnston Rd Ste B, Pleasanton, CA 94588
- Visit Website
Opening Time
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Mon
9:00 AM - 6:00 PM
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Tue
9:00 AM - 6:00 PM
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Wed
9:00 AM - 6:00 PM
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Thu
9:00 AM - 6:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed