Allen Tax Planning
Accounting for Legal Practices · California, United States · 1-10 Employees
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Overview
Headquarters
2600 E Bidwell St Ste 270, Folsom, Calif...Phone Number
(916) 932-0660Website
www.allentaxes.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Allen Tax Planning
Allen Tax Planning specializes in providing proactive tax and financial planning services for clients nearing retirement and those already enjoying retirement. They focus on maximizing retirement assets through comprehensive strategies, including retirement income distribution planning and tax optimization. The firm aims to empower clients with ongoing support and personalized advice to minimize tax obligations and enhance financial freedom. Their target clients include employees, self-employed individuals, and those contemplating retirement or estate planning.Explore more
Allen Tax Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
Company Profile Activity
Activity Insights
Allen Tax Planning is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Allen Tax Planning is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Allen Tax Planning.
Allen Tax Planning Tech Stack
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Frequently Asked Questions Regarding Allen Tax Planning
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Allen Tax Planning specializes in providing proactive tax and financial planning services for clients nearing retirement and those already enjoying retirement. They focus on maximizing retirement assets through comprehensive strategies, including retirement income distribution planning and tax optimization. The firm aims to empower clients with ong... Read More
