TAX PREPARATION & PLANNING

The key to minimizing taxes and avoiding penalties is planning. Not your average everyday kind of planning, but planning with knowledge and foresight in mind. Knowing how the tax laws apply to you or your business is just the beginning; equally important is having a clear picture of your goals and objectives. This can open the door to new opportunities and creative strategies.

Allen Advisory professionals continually monitor federal and state regulatory environments for developments that will impact our clients. This is the knowledge part. The foresight part comes from having a detailed understanding of where you have been and where you want to go. We have that understanding. Why? Because we know our clients inside and out. Scheduling a lunch meeting one time a year during tax season isn’t our idea of client communication. We believe in continual preparation with frequent conversations all year long.

Let our professional advisors assist with:

 

  • Individual tax planning
  • Tax preparation
  • Estate and gift tax
  • Retirement tax planning
  • Estate and trust tax
  • Tax research
  • IRS or state representation

 

ACCOUNTING SERVICES

The professionals at Allen Advisory take a different approach to traditional accounting services. We look beyond the numbers and provide personal attention and tailored management assistance.  

At Allen Advisory, we have the ability to advise you in many areas of both your personal and business needs, as we gain an in-depth understanding of your current situation and future objectives. Our team specializes in identifying opportunities specific to your goals and minimizing any exposure to risks. Ultimately, our talented and experienced professionals will guide you in the right direction to secure the future you hope for.

We can assist with the following services:

 

  • Accounting system set-up for individuals and new businesses
  • Bookkeeping (monthly/quarterly/annually)
  • Tax return preparation

 

MANAGEMENT ADVISORY SERVICES

As a business owner, you’ve got a forest of daily management concerns to deal with. What sets us apart from the crowd is that we do more for your business than just accounting and taxes. We can play an instrumental role in business improvement by implementing financial, cash, and risk management strategies for your business. 

Allen Advisory has assisted numerous businesses in establishing and achieving their goals for growth and success. Our experience has promoted real, positive change in many of our clients’ businesses.

Our team can assist with the following services:

 

  • Assistance in the formation of corporations, partnerships and other entities
  • Risk management assessment
  • Compensation and benefit planning
  • Succession planning for family-owned business
  • Knowledge and experience to help businesses meet their vision