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
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.