Andrew Haupt, Allied Tax Planners
Andrew Haupt, Allied Tax Planners

Andrew Haupt, Allied Tax Planners

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Introduction
Many of my new clients complain about how their old tax preparer would never return their calls, or would not review the tax return with them, or was unwilling to meet them in person. Meeting face-to face with my clients is the best part of my job, and I always return phone calls within 2 business days or less.
Overview

Hired 3 times

3 employees

45 years in business

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Featured Projects

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Reviews
5.0

3 reviews

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pro avatar
Justine M.
Apr 5, 2013
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Hired on Thumbtack

Hired on Thumbtack

Andrew Haupt met with me to discuss tax planning and he prepared our tax returns. I really enjoy working with Andrew because he answers all my questions thoroughly and he is easy to talk to. He really seems to enjoy his work and if he doesn't know the answer, he researches it right away. I am very happy with his services.
Individual Tax Preparation
pro avatar
Darin J.
Nov 13, 2014
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Hired on Thumbtack

Hired on Thumbtack

Andrew helped me file several years worth of back taxes. The process took only a few visits thanks to Andrew specifying exactly what is was I needed to supply. He was very respectful of the situation I was in and in no way made me feel judged or uncomfortable. I would highly recommend Andrew and Allied Tax Planners
Individual Tax Preparation
pro avatar
Dale k.
Mar 18, 2017
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Hired on Thumbtack

Hired on Thumbtack

Was knowledgeable and helpful fees were fairly priced
Business Tax Preparation

FAQs

  • What advice would you give a customer looking to hire a provider in your area of work?

    When looking for a tax preparer, examine their certifications and experience. Someone who just does it on the side will be less experienced and more likely to make mistakes. Someone with a higher certification will have a better breadth of knowledge and will be better able to handle complex issues. Alternatively, if you only have a simple return, someone with a lesser license (CRTP, PTIN) will be all you need and probably cheaper.