Tax Preparation

A recent study by the US Government’s General Accounting Office states over 77% of all taxpayers believe they benefited from using a professional tax preparer. At Allen & Ortega we feel the advantages of hiring a professional to handle your tax matters dramatically outweigh the use of software or other online sources.

We guide our clients through various tax planning and preparation decisions with the primary goal of minimizing your tax liabilities and keeping you on track to your financial goals.

We understand the complexity of the tax law and regulation and how they’re constantly changing. Our goal at Allen & Ortega is to eliminate the stress related to taxes and allow you to focus on the things that matter most in your life and business.

Some of the services our firm can provide include:

  • Filing forms 990, 1040, 1065, 1120 and all applicable schedules
  • Electronic filing
  • Information on potential deductions
  • Assistance with any past or future IRS correspondence
  • Tax planning & advice