Allied Tax Advisors, a pillar of financial expertise in Clairemont, San Diego, carries a rich history spanning several decades. Founded on the principles of trust, integrity, and unparalleled service, we have been a steadfast financial ally to our community. Our journey began as a small firm with a big commitment to our clients, and over the years, we have grown alongside the families and businesses we serve.
From annual filings to detailed tax planning, we help individuals make the most of their financial opportunities. Our services include tax preparation, personalized planning, and ongoing support.
Our business tax services cover everything from LLC and S-Corp filings to strategic tax optimization, ensuring your business remains compliant and efficient.
We provide accurate, real-time bookkeeping using QuickBooks, giving you insights into your finances to help drive smarter business decisions. From bank reconciliation to financial reporting, we handle the details so you can focus on growth.
Simplify payroll with our reliable processing through IRIS software. We ensure payroll is timely, compliant, and accurate, so you can rest easy knowing your employees are paid and records are up to date.
Facing IRS issues? Our experts work to resolve tax debts, respond to IRS notices, and navigate audits, providing clear solutions to help you regain control of your finances.
Trusts can be powerful financial tools, and our team is here to help with efficient trust taxation and compliance, ensuring your assets are managed with tax savings in mind.
Our team brings years of industry expertise and a dedication to finding the best solutions for you.
Client-Centered Service
We’re focused on understanding your unique needs and building strategies around your goals.
Innovative Tools & Comprehensive Support
With software solutions like QuickBooks and IRIS, we provide streamlined, efficient service for bookkeeping and payroll needs.
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WhatOurClientsAreSaying
Allied Tax Advisors has transformed our approach to finances, offering insightful guidance and exceptional service!
Michael is great at what he does. I had an IRS audit going on, and I had to ask him for help. He detailed the audit report, and his proactive advice significantly improved the accuracy of the tax return, ensured compliance with tax laws, and provided me with guidance and strategies on how to respond and provide evidence throughout the audit process. His performance was outstanding, warranting a top rating
Mo Abbas
From USA
Allied Tax Advisors has transformed our approach to finances, offering insightful guidance and exceptional service!
Jonathon
From USA
I have been using Michael as my CPA for years now and he has always been a pleasure to work with and not mention the fact that he really knows taxes! He has helped me and my business so much year after year and at a very reasonable rate. Anyone who is looking for a consummate professional with that personal touch should come straight to Allied Tax Advisors. I highly recommend!
Rick Casswell
From USA
My taxes were completed swiftly, with all my inquiries addressed to my satisfaction. The secure electronic exchange of documents was convenient, and I didn't have to visit the office. Fast and efficient service!