Empowering Your Financial Future
At Allison Boone CPA, we are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our firm provides a variety of accounting, tax, planning, and consulting services to individuals and businesses throughout the Bay Area. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
Our Story
Starting January 1, 2021, Allison Boone CPA took over Judd & Boone CPAs, LLP when Donald Judd retired. Our firm is committed to meeting the highest standards of excellence and professionalism, and we strive to be responsive and proactive to the needs of our clients. We understand that every client is unique, and we take the time to listen and understand their specific needs and goals.
Our Services
We offer a wide range of services to individuals and businesses, including tax preparation, entity selection and restructuring, accounting services, and retirement planning. Our team of experienced professionals will work closely with you to provide personalized guidance and support, helping you to achieve your financial goals and maintain financial independence.
Tax Preparation Services
Our tax preparation services are designed to minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities found in existing as well as recently altered tax laws. We prepare tax returns for individuals, corporations, and partnerships.
Accounting Services
Our accounting services are designed to help businesses maintain profitability and capitalize on new opportunities. We provide accurate and insightful financial information, including bookkeeping assistance and business and personal tax planning and tax return preparation.
Entity Selection and Restructuring
We advise clients on choosing the most advantageous entity type for their business, and later restructuring if advantageous. Our knowledge and expertise will ensure that your business entity is aligned with your goals and objectives.
Retirement Planning
Our retirement planning services are designed to help you reach your financial goals and maintain financial independence through a comfortable retirement. We guide clients through tough decision-making processes, including asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.
Professionalism and Accuracy
Many reviewers have praised Allison's professionalism and accuracy in handling their tax preparation needs. They appreciate her expertise and attention to detail, which has resulted in accurate and timely tax returns. Several reviewers have mentioned that Allison is very responsive and willing to answer questions, providing excellent customer service.
Personal Touch
Several reviewers have mentioned that Allison's empathetic nature and friendly demeanor make her a pleasure to work with. They appreciate her willingness to take the time to explain complex tax concepts and respond promptly to questions and concerns.
Value for Money
Reviewers have also praised Allison's reasonable fees, making her a valuable option for tax preparation services. Some reviewers have mentioned that they have saved money by working with Allison, such as correcting mistake(s) made by another accountant.
Reputation and Recommendations
All reviewers have given Allison high praise and have recommended her to others. Several reviewers have mentioned that they will continue to work with Allison in the future, and some have even recommended her to friends and family.
Availability and Responsiveness
Reviewers have praised Allison's fast response times, with some even receiving responses within 30 minutes. They appreciate her willingness to accommodate their schedules and needs.
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