Tax Preparations in Pleasanton

“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 easy to track.

We feel very fortunate to have such a reliable, efficient, and detail-oriented tax team helping us navigate what can otherwise be a very stressful time of year. I can’t recommend Bryan and the Allied Tax Planners team highly enough!“

“Kyle is and has always been a very pleasant and knowledgeable tax advisor. Whenever I needed tax advice he was always available. In one occasion he met me in his office twice to provide me with estimated tax advice and he did not even charge me for it, saying it was part of his service. That's very rare in this day and age, and I want to acknowledge that. Thanks Kyle.“

“I've had a great experience filing taxes with Silpa and her team over the past few years. They are always very knowledgeable, reliable, thorough, and willing to answer any questions. Highly recommend!“

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“I’ve used online tax tools before, but working with Rita CPA made a huge difference. Rita understands your full financial picture and helps you make smarter decisions.
What stood out to me was the personalized guidance. As a CPA she asked the right questions, caught deductions, I would have missed, and made sure everything was accurate and compliant. I recently tried with AI tools, you’re only as good as the inputs you provide—and it’s easy to overlook something important, if you don’t already know the tax rules. Plus I realized with AI, there is no human responsible or accounable, if there are issues.
With Rita CPA, I can call her, personally meet her at her office and she stands by her work with integrity . I highly recommend her.“

“Reliable. Honest. Responsible. Trustworthy. Knowledgeable. Excellent customer service. And pleasant to deal with.“

“After having a few issues he was very forthcoming and we worked things out with meThanks a lot for his effort“

“I have used Despain for over 35 years. They are the most thorough, honest, hardworking people I know. I wouldn't trust anyone else with my taxes. The best!“