Allied Tax Planners
Allied Tax Planners

Allied Tax Planners

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Introduction
My concern for the individual or entity extends past taxes. I specialize in tax planning, small business and tax knowledge empowerment. Not only am I experienced, but I draw on a brain trust of my family, which is full of tax accountants. My communication skills are excellent, and I am available year round to answer questions and provide counsel. Truth be told, I am not your average accountant and you will recognize the difference. I have started my own accounting firm in 2014 and manage more than 200 accounts. As an enrolled agent, I have passed the SEE exam with the IRS which is on par with passing the BAR or CPA exam. It was a huge weight off of my shoulders and I am excited with the new avenues I have to help my clients. When my clients have anxiety over tax issues, I can come in and restore peace of mind. When people need help, I am one of the people they can call, and count on. I deal quickly with time sensitive issues. Even though the tasks are often the same, caring for the people is always new, and certainly keeps the job exciting and engaging.
Overview

Hired 31 times

Background checked

License verified

5 employees

51 years in business

Payment methods

This pro accepts payments via Cash, Credit card, PayPal, and Venmo.

Top Pro status

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2019

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2018

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2017

Featured Projects

25 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and value.

Excellent 4.9

34 reviews

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pro avatar
Sivin V.
Aug 13, 2018
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Hired on Thumbtack

Hired on Thumbtack

Individual Tax Preparation
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Calvin Y.
Apr 18, 2016
Dave is a pro! Knew how to get the job done quick, and correct. I just sent him my details, we talked on the phone and it was done. I even got a confirmation that the return was accepted. I will back.
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AB B.
Oct 4, 2016
Allied has been our CPA for years! They have always been very prompt and responsive with their service. They very often recognize gaps we didn't see in our initial preparation, and offer great guidance in ways to handle complicated financial matters. David, specifically, is an ace with his understanding of the nebulous array of the tax codes. I wouldn't dream of taking our important fiscal decisions elsewhere.
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Scott B.
Oct 5, 2016
David was very knowledgeable about my many, many tax questions. He worked with me from start to finish and was willing to work with the IRS to chip down my tax bill. I highly recommend David to anyone looking for a competent tax professional to tackle your taxes.
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Becky C.
Oct 10, 2016
David is an all around guy. He is very professional and to the point but has a fun sense of humor while he does it. He completes his projects in a timely manner and I really appreciated that!
Credentials
License

License Type: Tax Preparer (CTEC) (CA)

License verified on 11/22/2016

License

License Type: Annual Filing Season Program Participant (IRS) (CA)

Background Check

David Haupt