Allen Tax Planning

Allen Tax Planning We are a highly focused tax planning firm that specializes in Retirement Income Distribution Plannin We don't just record the history you give us.

We go beyond that to give you proactive concepts and strategies to keep more of what you earn -- without resorting to “gray areas” or questionable tactics. We will look for mistakes and missed opportunities that may be costing you thousands, then show you how proactive planning can help rescue those wasted dollars. You’ll sleep well knowing you aren’t missing a single planning opportunity.

Address

2600 E. Bidwell Street, Suite 210
Folsom, CA
95630

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(916) 932-0660

Website

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Our Story

We are a highly specialized Retirement Income Distribution Planning firm. This incorporates pre-retirement preparation and post retirement distribution planning. This planning maximizes the use and productivity of your retirement assets via timing of distributions from your various retirement and non-retirement accounts, and via the use of the most current tax law.

Our service starts with the design of a retirement income distribution plan. We follow that plan via annual fall tax projections, spring tax return filings (1040’s), and summer tune-up of the original plan.

Our firm is a rare breed, offering a perfect mix of financial planning (Mark is a Certified Financial Planner™) and tax expertise (Mark is an Enrolled Agent, and has both a CPA and an Enrolled Agent on staff). We are licensed to prepare both a financial plan and a tax plan; or better yet, a combination of the two known as a Retirement Income Distribution Plan.