About Allied Tax Planners
Reviews for Allied Tax Planners
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Tips
walk-ins welcome veteran-owned
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.
I’ve been working with Bryan Haupt at Allied Tax Planners for the past five years, and I continue to be impressed every year. The turnaround time on my tax returns is incredibly fast, their self-service portal is simple and convenient to use, and the level of thoroughness they bring ensures our family gets the best possible outcome.
Bryan is excellent at communicating and consistently shares helpful tips on how to maximize our results. I truly appreciate how proactive and responsive he is throughout the process.
I’m also a big fan of their document upload portal, which makes submitting documents seamless while keeping everything organized and...read full review
We've been partnering with Bryan for a few years now and have been impressed with his professionalism, knowledge and service. I have also appreciated that he has offered suggestions for how we can better use our money and save on taxes.
Bryan is the best tax guy around for assistance and is great to work with when you are becoming an expat. He is very diligent and has great advice. Thanks to him and his team they have been an extreme help.