Allied Tax Advisory Group

Helps individuals and businesses manage tax obligations, maintain accurate books, and make informed financial decisions through accounting support and tax planning.

Get help addressing IRS and state tax problems, negotiating tax debt, and pursuing the lowest settlement amount allowed by law.

Outsource essential accounting and financial operations, access decision-making support, and spend more time focused on core business priorities.

Helps dental practices manage finances and taxes, improve business performance, and devote more time to patient care.

Helps physicians streamline practice accounting, make informed business decisions, legally reduce taxes, and focus more attention on patient care.

Helps real estate companies address industry-specific tax and financial needs with specialized accounting, planning, consulting, and transaction support.

Entertainment-focused accounting and financial guidance helps clients manage complex industry requirements, stabilize cash flow, and plan for long-term financial security.

Small businesses receive tax, accounting, and advisory support to manage financial responsibilities, address operational challenges, and identify opportunities.

Tax and accounting services

Allied Tax Advisory Group provides tax and accounting support for individuals and businesses, with services tailored to clients’ needs. Offerings include bookkeeping, bank reconciliations, financial statements, QuickBooks setup and training, payroll support, and individual and business income tax preparation and filings. The firm also provides tax planning, business consultation, entity selection and formation, retirement planning, and estate planning. Its accounting services help clients maintain accurate records, understand financial performance, and manage tax and compliance responsibilities.

Category: Accounting Services

• Prepare Individual And Business Returns
  Receive support preparing and filing individual and business income tax returns, with organizers available to gather the information needed for preparation.
• Plan Taxes And Use Available Deductions
  Work with tax professionals to plan for tax obligations, consider available deductions, and manage compliance responsibilities.
• Maintain Accurate Financial Records
  Keep business books current through bank reconciliations and general ledger maintenance, with accounting support tailored to the business’s needs.
• Understand Business Performance
  Use income statements and balance sheets to review revenues, expenses, financial condition, and trends that may inform business decisions.
• Set Up And Use QuickBooks
  Establish QuickBooks records for a business and train clients or staff to use the software for accounting, management, and tax needs.
• Make Informed Business Decisions
  Discuss financial information and business needs with the firm to better understand available information and support decision-making.
• Manage Business Payroll
  Include payroll support in an accounting services package to help manage a business’s accounting functions.
• Select And Form A Business Entity
  Get support with selecting and forming a business entity as part of business and tax planning.
• Plan For Retirement
  Access retirement planning as part of the firm's broader tax and accounting support.
• Plan For Your Estate
  Access estate planning as part of the firm's broader tax and accounting support.

Tax problem resolution

Allied Tax Advisory Group assists clients facing IRS and state tax issues, working directly with government agencies and advocating for clients throughout the resolution process. The team evaluates each client’s tax problem and individual situation, then develops a plan of action. Its goal is to negotiate, reduce, or settle tax debt to the lowest amount allowed by law. The firm also handles tax resolution and controversy matters, including complex audits, and uses its expertise to defend taxpayer rights.

• Let Experts Handle Agency Communications
  Clients do not have to communicate with federal and state tax agencies themselves. Allied Tax Advisory Group communicates and meets with the agencies directly while advocating for clients throughout the process.
• Pursue The Lowest Lawful Tax Debt
  The service aims to reduce or settle tax debt to the lowest amount permitted by law, with the goal of helping clients resolve what they owe.
• Build A Plan For Your Situation
  By taking time to understand a client’s specific tax problem and circumstances, the team develops a case-specific plan rather than assuming every case is the same.
• Address Complex Tax Controversies
  Clients can receive assistance with tax controversy matters and complex tax issues from a team whose leader has experience as an IRS Internal Revenue Agent and in complex audits.
• Defend Your Rights As A Taxpayer
  The team applies its tax expertise and direct experience to defend taxpayer rights and pursue the best outcome possible through legally available actions.

Business management and CFO services

Allied Tax Advisory Group provides turnkey support for critical transactional and accounting functions through automation, processes, and platforms. Services include accounts payable, deposit recording, payroll management, tax matters, and financial statements, along with guidance on complex financial and tax decisions. The firm also provides bookkeeping and accounting support, business consultation, and financial reporting to help clients manage compliance obligations and focus on their core work.

Category: Fractional CFO Services

• Outsource Bookkeeping And Accounting
  Delegate recurring bookkeeping and accounting tasks, including account reconciliation, financial statements, and general ledger maintenance, while receiving consultations to understand and use the resulting financial information.
• Navigate Financial Decisions
  Access consultation and advisory support for complex financial and tax decisions, and guidance on interpreting and using financial information.
• Manage Tax Matters
  Receive support managing tax matters and navigating complex tax decisions as part of the firm’s business and accounting services.
• Receive Financial Statements
  Obtain financial statements through the firm’s support for critical accounting functions.
• Streamline Accounting Processes
  Use the firm’s automation, processes, and platforms to support the management and performance of critical transactional and accounting functions.
• Manage Compliance Obligations
  Receive support with tax matters and other time-consuming compliance obligations so that clients can focus on their core work.
• Outsource Payables Management
  Delegate accounts payable as part of the firm’s support for essential transactional and accounting work.
• Outsource Payroll Management
  Delegate payroll management as part of the firm’s turnkey support for critical business functions.
• Delegate Deposit Recording
  Have deposits recorded as part of the service’s support for business accounting operations.

Dental practice accounting and consulting

Allied Tax Advisory Group provides accounting, tax planning, and practice management consulting for dentists, dental practices, and oral healthcare professionals, including oral surgeons and orthodontists. Services are tailored to each practice and include organized financial records and reporting, tax strategies, practice benchmarking, and financial and operational advice. The firm helps practices assess overhead and expenses, make informed business decisions, and focus more time on patient care.

Category: Accounting Services

• Organize Dental Practice Finances
  Outsourced accounting and bookkeeping support helps dental practices maintain organized financial records and spend less time managing accounting tasks.
• Plan Taxes And Reduce Tax Obligations
  A dental-focused tax strategy helps practices plan for tax obligations, pursue available savings, and support profitability.
• Track Expenses And Assess Costs
  Financial reports give practice owners information to monitor overhead and expenses, assess potential technology costs, and make informed financial decisions.
• Improve Practice Operations
  Practice management guidance helps dentists address operational and regulatory challenges and redirect time and energy toward patient care.
• Prepare Dental Practice Tax Returns
  Tax preparation and compliance support helps practices manage tax responsibilities and stay informed about tax requirements relevant to dental businesses.
• Benchmark Practice Performance
  Benchmarking offers a closer view of practice finances, supports goal setting, and helps owners identify areas to address to improve business performance.
• Support Practice Growth
  Financial and business guidance helps practices improve accounting procedures, strengthen practice value, and consider opportunities for growth.
• Tailor Guidance To Practice Needs
  A needs-based service package and access to financial advice give dental practices support aligned with their circumstances and decisions.

Physician accounting and tax services

Allied Tax Advisory Group provides accounting, industry-specific consulting, and tax planning for physicians and medical practices, from sole practitioners to multi-partner groups. Services are designed to simplify the business side of a practice through dependable financial reporting and proactive tax planning, helping physicians improve accounting processes, make business decisions, and legally reduce taxes.

Category: Accounting Services

• Simplify Practice Accounting
  Accounting support tailored to medical practices helps simplify practice finances and improve accounting processes, leaving physicians more time to focus on patients.
• Plan For Tax Obligations
  Proactive tax planning helps physicians and medical practices prepare for tax obligations with strategies tailored to their industry.
• Reduce Taxes Legally
  Tax planning is intended to help physicians and medical practices legally reduce their taxes.
• Support Informed Decisions
  Dependable financial reporting gives physicians information to help make better business decisions about their practices.
• Address Medical Practice Needs
  Consulting focused on the medical industry is designed around the specific tax and financial needs of physicians and their practices.

Real estate tax and accounting services

Allied Tax Advisory Group provides comprehensive tax, accounting, financial planning, and consulting services for the real estate industry. Its team supports businesses involved in development, management, investment, financing, and construction, with services including corporate and partnership tax returns, tax planning and deal structuring, 1031 exchanges, cost segregation studies, property tax consulting, acquisition and joint venture due diligence, investment analysis, financial statements, cash flow analysis, debt restructuring, and operating budgets.

Category: Accounting Services

• Plan Taxes And Structure Deals
  Helps clients address tax considerations as they plan and structure real estate deals.
• Prepare Entity Tax Returns
  Supports corporate and partnership income tax filing for real estate companies.
• Assess Acquisitions And Joint Ventures
  Provides due diligence on potential property acquisitions and joint venture agreements.
• Analyze Financing And Cash Flow
  Supports financial planning with financing and cash flow analysis.
• Support Multiple Real Estate Sectors
  Provides services for clients involved in real estate development, management, investment, financing, and construction.
• Support 1031 Exchanges
  Provides service support for 1031 exchanges as part of its real estate industry offering.
• Conduct Cost Segregation Studies
  Provides cost segregation studies as part of the firm’s specialized real estate services.
• Consult On Property Taxes
  Helps clients address property tax matters through real estate-focused consulting.
• Analyze Real Estate Investments
  Provides investment analysis to support clients’ real estate interests.
• Restructure Debt And Workouts
  Helps address debt restructuring, reorganization, and workout needs.
• Review Management And Operations
  Examines management and operations as part of the firm’s real estate services.
• Prepare And Track Operating Budgets
  Provides operating budget preparation, analysis, and tracking for real estate businesses.
• Support Financial Statement Needs
  Helps address company needs involving financial statements.
• Address Section 1033 Conversions
  Offers tax-related support for involuntary conversions identified under Section 1033.

Entertainment accounting and financial management

Allied Tax Advisory Group provides accounting, high-level financial management, and consulting for entertainment professionals and businesses. The service addresses industry-specific financial and tax requirements, including planning expense payments between jobs, consulting on contract negotiations, navigating residuals and royalties, and maximizing deductions allowed by law. The team also handles day-to-day requirements so clients can focus on their entertainment work. Clients served include actors, writers and directors, stunt professionals, web and video gamers, influencers, YouTubers, and musicians.

Category: Accounting Services

• Manage Industry-Specific Financial Needs
  Receive financial management and consulting focused on the unique requirements of the entertainment industry.
• Stabilize Cash Flow Between Jobs
  Plan expense payments between jobs to help maintain more stable cash flow through periods of changing work.
• Plan For Long-Term Financial Security
  Develop financial plans intended to support long-term security amid the ups and downs of the entertainment business.
• Navigate Residuals And Royalties
  Receive guidance for navigating residuals and royalties, which the firm identifies as a confusing area for entertainment professionals.
• Maximize Lawful Tax Deductions
  Identify and maximize deductions allowed under the law as part of managing entertainment-related tax requirements.
• Handle Day-To-Day Financial Requirements
  The team takes on day-to-day financial requirements, helping clients focus their time on entertaining.
• Navigate Contract Negotiations
  Get consulting support when working through contract negotiations in the entertainment industry.

Small business tax and accounting services

Allied Tax Advisory Group serves the financial and tax needs of small and family-owned businesses and their owners throughout Southern California. Services include tax compliance and consulting, business advisory, retirement plan consulting, and client accounting services. Accounting support can include bookkeeping, bank reconciliations, income statements, balance sheets, general ledger review, and consultations. Businesses can also request tax return preparation, tax planning, payroll support, QuickBooks implementation and training, and new entity selection and formation.

Category: Accounting Services

• Manage Business Tax Responsibilities
  Receive tax compliance support and related consulting tailored to the needs of small businesses.
• Maintain Accurate Business Books
  Outsource ongoing bookkeeping and accounting tasks, including bank reconciliations and general ledger cleanup, so owners can focus on running their business.
• Prepare Business Tax Returns
  Get assistance preparing business tax returns as part of the firm's tax and accounting services.
• Plan For Business Taxes
  Add tax planning to the accounting service package to address tax matters proactively.
• Review Business Financials
  Use income statements and balance sheets to review revenues, expenses, and the business's financial position.
• Address Business Challenges
  Work with the firm's team on business issues and opportunities, and get help interpreting and using financial information.
• Set Up QuickBooks Accounting
  Get help configuring QuickBooks for accounting, management, and tax needs, with training for the client or staff and optional follow-up reviews.
• Review Retirement Plan Options
  Access retirement plan consulting as part of the firm's small business services.
• Add Payroll Support
  Include payroll support in QuickBooks setup or add payroll to a customized small business accounting service package.
• Select And Form A Business Entity
  Get support with selecting and forming a new business entity.