Business Details
Your Trusted Partner for Professional Tax Services in Santa Ana, CA
Allied Tax Group is a minority-owned accounting firm based in Santa Ana, CA, serving clients nationwide with over 35 years of combined experience. Our team specializes in personalized tax solutions for individuals, sole proprietors, LLCs, corporations, and partnerships. We prioritize client education, compliance, and strategic financial planning while leveraging technology for seamless online services, including encrypted document uploads, e-signatures, and electronic payments.Our mission is to simplify tax processes with integrity, ensuring clients understand every step while focusing on maximizing deductions and minimizing liabilities. We differentiate ourselves through competitive pricing, flexible scheduling, and a commitment to individualized attention that larger firms cannot match.
Services
Personal Tax Returns
Business Tax Returns
Bookkeeping
Business Entity Formation
Online Tax Services
Credit Training
Document Processing
Tax Credit Optimization
Tax Compliance
Secure Client Portal
Highlights and features
- We offer over 35 years of combined experience in tax preparation and compliance.
- Our team provides personalized service with flexible online and in-person options.
- Competitive pricing ensures cost-effective solutions without compromising quality.
- Secure client portal enables encrypted document sharing and e-signatures.
- We specialize in maximizing tax credits and deductions for optimal savings.
What people say
Thoroughness, attention to detail
Short wait time
Best deals
Flexible to work with your schedule
Knowledgeable team
Services
Personal Tax Returns
We prepare and e-file federal and state personal tax returns, including W-2s and all forms on Schedule 1040. Our team ensures compliance, maximizes deductions, and incorporates dependent information for additional credits. Clients receive personalized guidance to navigate complex tax scenarios while minimizing liabilities.
Business Tax Returns
Our business tax services include preparation of forms 1065, 1120S, Sch-E, and Sch-C for self-employed individuals and corporations. We ensure accurate K-1 distribution and compliance with federal and state regulations. Clients benefit from streamlined processes and expert advice to optimize business tax outcomes.
Bookkeeping
We maintain income and expense records to reduce tax liability and provide quarterly reports and year-end profit/loss statements. Our bookkeeping ensures organized financial data, simplifying tax filing and supporting informed business decisions for long-term growth.
Business Entity Formation
We assist in selecting and forming business entities (LLC, S Corp, C Corp) with guidance on tax implications. Our services include DBA filings, licenses, permits, and federal tax ID applications to establish a compliant and financially strategic business structure.
Credit Training
Our credit training educates clients on disputing errors under the Fair Credit Reporting Act. We prepare documents to challenge inaccuracies, aiming to improve credit scores by removing 70% of negative items. Services include personalized strategies for long-term credit health.
People
Juan
Tax Professional
Juan specializes in tax preparation and compliance, offering personalized guidance to individuals and businesses. With extensive experience in virtual tax services, he ensures clients receive accurate, timely solutions tailored to their financial goals.
Edgar
Tax Professional
Edgar provides expert tax and bookkeeping services, focusing on maximizing deductions and ensuring regulatory compliance. His client-centric approach emphasizes clear communication and leveraging technology for efficient, secure financial management.
Questions
What services does Allied Tax Group offer?
We provide personal and business tax returns, bookkeeping, business entity formation, credit training, and document processing with virtual and in-person options.
How can I check my tax refund status?
Visit the IRS website for federal refunds or the California FTB site for state refunds using the links provided in our resources.
Do you offer online tax filing?
Yes, we provide secure online services including e-filing, encrypted document uploads, and electronic payments through our client portal.
What are your fees for tax preparation?
Our fees are competitive and vary by service complexity. Contact us directly for a customized quote.
Can you help with business entity selection?
Yes, we guide clients through choosing the optimal business structure (LLC, corporation, etc.) based on tax implications and growth goals.
