Located in the heart of Santa Ana, Allied Tax Group LLC provides comprehensive and personalized tax and bookkeeping services to individuals and businesses alike. Founded on the principles of accuracy, affordability, and trust, we are dedicated to making the tax season as seamless and stress-free as possible.
Our Mission
Our mission is to empower our clients by providing personalized tax and bookkeeping solutions that help them achieve financial clarity, minimize their tax burden, and achieve their financial goals. We believe in open communication, transparency, and building strong relationships with our clients.
What Sets Us Apart
Our team of experienced professionals stays updated with the latest tax laws and regulations to ensure that our clients take advantage of every deduction and credit available. We utilize cutting-edge technology and secure client portals to ensure efficiency, convenience, and peace of mind.
Personal Tax Services
- Preparation and e-filing of state and federal tax returns
- Comprehensive review and entry of all income and expenses
- Maximizing deductions and credits
- e-filing for dependents
- Secure client portal for document upload and e-signing
Business Tax Services
- Preparation and e-filing of business tax returns (1065, 1120S, Sch-E, Sch-C)
- Self-employed taxation guidance
- Business bookkeeping services
- Distribution of K-1 forms
Business Entity Formation
- Guidance on choosing the right business entity (LLP, LLC, sole proprietorship, partnership, corporation)
- Filing formation documents
- Obtaining necessary licenses and permits
Why Choose Allied Tax Group LLC?
- Experienced and qualified professionals: Our team has extensive experience and deep understanding of tax laws and regulations.
- Personalized service: We take the time to understand your unique financial situation and goals.
- Client-focused approach: We prioritize clear communication, transparency, and responsiveness throughout the process.
- Competitive fees: We offer competitive rates and transparent billing practices.
- Advanced technology: We utilize secure online portals for efficient document management and e-filing.
Get Started Today
Contact us today to schedule a free consultation and learn how Allied Tax Group LLC can help you achieve financial success and peace of mind during tax season.
Overall Experience
The reviewers have consistently praised the Allied Tax Group for their exceptional service, professionalism, and expertise in tax preparation.
Staff and Service
The staff, particularly Juan and Eduardo, have been commended for their knowledge, friendliness, and efficiency in handling tax matters. They are described as professional, thorough, and trustworthy, making the tax filing process smooth and painless. The reviewers appreciate their ability to explain complex tax laws and answer questions clearly.
Convenience and Flexibility
The reviewers have praised the Allied Tax Group for their flexible scheduling, ease of appointment booking, and minimal wait times. They also appreciate the staff's ability to accommodate their needs and schedule.
Recommendations
All the reviewers have highly recommended the Allied Tax Group, with many stating that they would not trust anyone else with their tax needs. They have also recommended the service to friends and family, who have similarly been impressed with the quality of service.
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