Allied Tax Planners

Tax Preparation, Financial Advising

7300B Johnston Rd, Pleasanton, CA 94588

Reviews for Allied Tax Planners

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  • Aug 2024

    Allied Tax Planners is a trusted tax planning service, committed to providing excellent and ongoing support to their clients. They have been in business since 1978 and offer securities and advisory services through American Investors Co. Their services extend beyond tax preparation, as they help clients take advantage of their situation, keep audit-worthy documents, and provide guidance on deductions throughout the year. They are knowledgeable, communicative, and kind, offering fair prices. Andrew, one of their tax planners, is praised for his meticulous work, exceptional handling of complex issues, and outstanding communication skills. Many clients recommend Allied Tax Planners, particularly those who have challenging tax situations, as they provide patient and understanding service without overcharging.

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From Allied Tax Planners

Getting the maximum refund is just the beginning. We don't just fill in boxes like cheap tax preparers, we counsel with you help you take advantage of your situation, keep documents that will stand up in an audit, answer your questions during the year about what you can deduct or not. We don't disappear at the end of tax season; this is our career, not our side job. We're here to help you not just with tax preparation, but can also help people that have gotten behind on their taxes and owe the IRS or state more than they can afford to get a fair deal that will get you back on your feet. Call now to see how our commitment to good service has kept us in business since 1978! Securities & advisory services offered though American Investors Co.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

walk-ins welcome veteran-owned