Accurate, Accredited, Affordable

Professional Tax Services
Tailored To You

Prepare your taxes and get your bookkeeping done with the experts!
Accurate, Accredited, Affordable

Professional Tax Services
Tailored To You

Prepare your taxes and get your bookkeeping done with the experts!
HOW WE CAN HELP YOU

We Offer the Following
Services

Personal Taxes
Our Personal Tax Return includes preparation and e-filing of both your State and Federal Tax Income. Includes your W2's and all other personal tax forms to be filed on the 1040 tax return. We will review and enter in all of your information as well as making sure you are getting all the tax credits and/or deductions you qualify for as well as making sure you are staying compliant with the agencies. If you have qualifying dependents, dependent information will also be included for additional tax credits.
Business Taxes
Business Tax Returns including preparation and e-filing of any self employed individuals as well as business/corporate state and federal forms and distribution of K-1 forms to include on your personal tax return. Business Bookkeeping must be in order or there will be a surcharge to get bookkeeping in order to move forward with filing the companies tax forms. Includes filing forms 1065, 1120S, Sch-E, and Sch-C (if self employed)
Bookkeeping
We will help you keep all of your income and expense records in order to help keep your tax liability low when it comes to filing time. Profit/Loss sheet will also be given at end of calendar year to give you ease during the filing process.
Business Entity Formation
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select
for your business has enormous financial and tax implications. It is important that you make the
right decision. We can explain each choice and its implications. As your business grows and
changes, the type of business entity you choose may need to change also.
HOW WE CAN HELP YOU

We Offer the Following
Services

Personal Taxes
Our Personal Tax Return includes preparation and e-filing of both your State and Federal Tax Income. Includes your W2's and all other personal tax forms to be filed on the 1040 tax return. We will review and enter in all of your information as well as making sure you are getting all the tax credits and/or deductions you qualify for as well as making sure you are staying compliant with the agencies. If you have qualifying dependents, dependent information will also be included for additional tax credits.
Business Taxes
Business Tax Returns including preparation and e-filing of any self employed individuals as well as business/corporate state and federal forms and distribution of K-1 forms to include on your personal tax return. Business Bookkeeping must be in order or there will be a surcharge to get bookkeeping in order to move forward with filing the companies tax forms. Includes filing forms 1065, 1120S, Sch-E, and Sch-C (if self employed)
Bookkeeping
We will help you keep all of your income and expense records in order to help keep your tax liability low when it comes to filing time. Profit/Loss sheet will also be given at end of calendar year to give you ease during the filing process.
Business Entity Formation
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select
for your business has enormous financial and tax implications. It is important that you make the
right decision. We can explain each choice and its implications. As your business grows and
changes, the type of business entity you choose may need to change also.
Personal Tax Returns
  • Preparation and e-Filing of all Personal Tax Forms
  • Secure Client Portal
  • All Dependents Included
  • Access and Upload Important Documents
  • Ability to e-Sign your Tax Return
Business Tax Returns
  • Self Employed & Corporate Tax Returns
  • Secure Client Portal
  • Distribution of K-1’s
  • Includes forms 1120S, 1065, Sch-E, & Sch-C
  • Access and Upload Important Documents
  • Ability to e-Sign your Tax Return
Bookkeeping
  • Online & Virtual Bookkeeping
  • Keep Records of All Income & Expenses
  • Quarterly Reports
  • Year-End Profit-Loss Statement
Business Entity Formation
  • LLC Formation
  • Incorporate (S Corp, C Corp)
  • File DBA (Sole Proprietorship)
  • Business Licenses, Permits & Tax
  • Federal Tax ID Numbers
TRUSTED BY MANY

What Our
Clients Say

B
"Allied Tax Group LLC is and has always demonstrated thoroughness, attention to detail and professionalism unmatched compared to my prior experiences. It may seem stressful and hectic when tax season arrives; whether it’s work, friends or family pulling you in multiple directions. However, this is what makes Allied special. They are willing and flexible to work with your schedule to fit best your needs."
Jennifer Anaya
"Been coming to Allied tax group for a couple years now. They’re all happy to help you and are very knowledgeable. The wait time is short and try helping you out right away and most of the time they try booking you the same day. I would defiantly recommend this tax place for anybody."
Colby Dant
"These guys are great. I’ve been going here for a few years now and these guys are always on top of it. They really have your best interest in getting you the best deals. Can’t recommend them enough."

Frequently Asked
Questions

Where's my refund?

A: To check on your Federal refund status please go to: https://www.irs.gov/refunds#gns-refunds

B: To check on you California State refund please go to: https://www.ftb.ca.gov/refund/index.asp

What are current tax rates?

A: You can copy what is in our website currently: http://atg1040.com/resources/tax-rates/

What are my rights?

A: You can copy what is in our website currently: http://atg1040.com/resources/taxpayer-rights/

How do I pay the IRS?

A: To pay the IRS you can either mail your check, or you can pay online at https://www.irs.gov/payments

How do I pay the Franchise Tax Board (FTB) CA?

To pay the FTB you can either mail your check, or pay online at https://www.ftb.ca.gov/pay/index.html

How to get IRS transcripts?

https://www.irs.gov/individuals/get-transcript

How to check on Stimulus payment?

https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

How long should I keep tax records?

Download Guide – HERE

What are the current tax rates?

View Rates – HERE

What are my rights?

View Rights Form – HERE

ALLIED TAX GROUPOur Mission
Our mission is to serve our clients with less hassle, integrity and trust. From personal experience, we know what it is like to deal with a service-based company. We make sure that all of our clients understand the process from start to finish.
OUR LOCATIONSWhere to find us?
2424 N Grand Ave, Suite C Santa Ana, CA 92705
GET IN TOUCHAllied Tax Group Social links
Follow us for tax tips and customer service.
ALLIED TAX GROUPOur Mission
Our mission is to serve our clients with less hassle, integrity and trust. From personal experience, we know what it is like to deal with a service-based company. We make sure that all of our clients understand the process from start to finish.
OUR LOCATIONSWhere to find us?
2424 N Grand Ave, Suite C Santa Ana, CA 92705
GET IN TOUCHAllied Tax Group Social links
Follow us for tax tips and customer service.