{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/alliedtaxgroup-com","markdownUrl":"https://nowen.ai/agents/alliedtaxgroup-com.md","jsonUrl":"https://nowen.ai/agents/alliedtaxgroup-com.json","name":"Allied Tax Advisory Group","nickname":"Allied Tax Group","website":"https://alliedtaxgroup.com","location":"Sherman Oaks, CA, United States","address":{"city":"Sherman Oaks","state":"CA","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T02:49:05.971Z","summary":"A full-service accounting firm providing tax, accounting, financial management, and advisory services to individuals and businesses.","description":"A full-service accounting firm serving individuals, professionals, and businesses with tax preparation and planning, tax resolution, accounting and bookkeeping, financial reporting, business management, and advisory services. The firm helps clients navigate complex tax and financial matters, manage compliance responsibilities, and make informed decisions.","mission":"Our mission is to provide our clients with unparalleled service quality, tools and knowledge.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Tax and accounting services","anchor":"product-tax-and-accounting-services","type":"Service","url":"https://alliedtaxgroup.com/services/","summary":"Helps individuals and businesses manage tax obligations, maintain accurate books, and make informed financial decisions through accounting support and tax planning.","description":"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.","pricing":{},"features":[{"name":"Tax return preparation and filing","value":"Prepare Individual And Business Returns","valueDescription":"Receive support preparing and filing individual and business income tax returns, with organizers available to gather the information needed for preparation."},{"name":"Tax planning and compliance","value":"Plan Taxes And Use Available Deductions","valueDescription":"Work with tax professionals to plan for tax obligations, consider available deductions, and manage compliance responsibilities."},{"name":"Bookkeeping and accounting","value":"Maintain Accurate Financial Records","valueDescription":"Keep business books current through bank reconciliations and general ledger maintenance, with accounting support tailored to the business’s needs."},{"name":"Financial reporting","value":"Understand Business Performance","valueDescription":"Use income statements and balance sheets to review revenues, expenses, financial condition, and trends that may inform business decisions."},{"name":"QuickBooks implementation and training","value":"Set Up And Use QuickBooks","valueDescription":"Establish QuickBooks records for a business and train clients or staff to use the software for accounting, management, and tax needs."},{"name":"Business consultation","value":"Make Informed Business Decisions","valueDescription":"Discuss financial information and business needs with the firm to better understand available information and support decision-making."},{"name":"Payroll management","value":"Manage Business Payroll","valueDescription":"Include payroll support in an accounting services package to help manage a business’s accounting functions."},{"name":"Entity selection and formation","value":"Select And Form A Business Entity","valueDescription":"Get support with selecting and forming a business entity as part of business and tax planning."},{"name":"Retirement planning","value":"Plan For Retirement","valueDescription":"Access retirement planning as part of the firm's broader tax and accounting support."},{"name":"Estate planning","value":"Plan For Your Estate","valueDescription":"Access estate planning as part of the firm's broader tax and accounting support."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Tax problem resolution","anchor":"product-tax-problem-resolution","type":"Service","url":"https://alliedtaxgroup.com/services/#s2","summary":"Get help addressing IRS and state tax problems, negotiating tax debt, and pursuing the lowest settlement amount allowed by law.","description":"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.","pricing":{},"features":[{"name":"IRS and state tax agency representation","value":"Let Experts Handle Agency Communications","valueDescription":"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."},{"name":"Tax debt negotiation and settlement","value":"Pursue The Lowest Lawful Tax Debt","valueDescription":"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."},{"name":"Individualized resolution planning","value":"Build A Plan For Your Situation","valueDescription":"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."},{"name":"Tax controversy and audit support","value":"Address Complex Tax Controversies","valueDescription":"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."},{"name":"Taxpayer rights defense","value":"Defend Your Rights As A Taxpayer","valueDescription":"The team applies its tax expertise and direct experience to defend taxpayer rights and pursue the best outcome possible through legally available actions."}]},{"name":"Business management and CFO services","anchor":"product-business-management-and-cfo-services","type":"Service","url":"https://alliedtaxgroup.com/about/","summary":"Outsource essential accounting and financial operations, access decision-making support, and spend more time focused on core business priorities.","description":"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.","pricing":{},"features":[{"name":"Bookkeeping and accounting","value":"Outsource Bookkeeping And Accounting","valueDescription":"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."},{"name":"Business and financial decision support","value":"Navigate Financial Decisions","valueDescription":"Access consultation and advisory support for complex financial and tax decisions, and guidance on interpreting and using financial information."},{"name":"Tax matter management","value":"Manage Tax Matters","valueDescription":"Receive support managing tax matters and navigating complex tax decisions as part of the firm’s business and accounting services."},{"name":"Financial statement preparation","value":"Receive Financial Statements","valueDescription":"Obtain financial statements through the firm’s support for critical accounting functions."},{"name":"Accounting process automation","value":"Streamline Accounting Processes","valueDescription":"Use the firm’s automation, processes, and platforms to support the management and performance of critical transactional and accounting functions."},{"name":"Business compliance support","value":"Manage Compliance Obligations","valueDescription":"Receive support with tax matters and other time-consuming compliance obligations so that clients can focus on their core work."},{"name":"Accounts payable management","value":"Outsource Payables Management","valueDescription":"Delegate accounts payable as part of the firm’s support for essential transactional and accounting work."},{"name":"Payroll management","value":"Outsource Payroll Management","valueDescription":"Delegate payroll management as part of the firm’s turnkey support for critical business functions."},{"name":"Deposit recording","value":"Delegate Deposit Recording","valueDescription":"Have deposits recorded as part of the service’s support for business accounting operations."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Dental practice accounting and consulting","anchor":"product-dental-practice-accounting-and-consulting","type":"Service","url":"https://alliedtaxgroup.com/dentists/","summary":"Helps dental practices manage finances and taxes, improve business performance, and devote more time to patient care.","description":"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.","pricing":{},"features":[{"name":"Dental practice accounting and bookkeeping","value":"Organize Dental Practice Finances","valueDescription":"Outsourced accounting and bookkeeping support helps dental practices maintain organized financial records and spend less time managing accounting tasks."},{"name":"Dental tax planning","value":"Plan Taxes And Reduce Tax Obligations","valueDescription":"A dental-focused tax strategy helps practices plan for tax obligations, pursue available savings, and support profitability."},{"name":"Financial reporting and expense analysis","value":"Track Expenses And Assess Costs","valueDescription":"Financial reports give practice owners information to monitor overhead and expenses, assess potential technology costs, and make informed financial decisions."},{"name":"Practice management consulting","value":"Improve Practice Operations","valueDescription":"Practice management guidance helps dentists address operational and regulatory challenges and redirect time and energy toward patient care."},{"name":"Dental tax preparation and compliance","value":"Prepare Dental Practice Tax Returns","valueDescription":"Tax preparation and compliance support helps practices manage tax responsibilities and stay informed about tax requirements relevant to dental businesses."},{"name":"Dental practice benchmarking","value":"Benchmark Practice Performance","valueDescription":"Benchmarking offers a closer view of practice finances, supports goal setting, and helps owners identify areas to address to improve business performance."},{"name":"Dental business and growth advice","value":"Support Practice Growth","valueDescription":"Financial and business guidance helps practices improve accounting procedures, strengthen practice value, and consider opportunities for growth."},{"name":"Personalized financial guidance","value":"Tailor Guidance To Practice Needs","valueDescription":"A needs-based service package and access to financial advice give dental practices support aligned with their circumstances and decisions."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Physician accounting and tax services","anchor":"product-physician-accounting-and-tax-services","type":"Service","url":"https://alliedtaxgroup.com/physicians/","summary":"Helps physicians streamline practice accounting, make informed business decisions, legally reduce taxes, and focus more attention on patient care.","description":"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.","pricing":{},"features":[{"name":"Medical practice accounting","value":"Simplify Practice Accounting","valueDescription":"Accounting support tailored to medical practices helps simplify practice finances and improve accounting processes, leaving physicians more time to focus on patients."},{"name":"Proactive tax planning","value":"Plan For Tax Obligations","valueDescription":"Proactive tax planning helps physicians and medical practices prepare for tax obligations with strategies tailored to their industry."},{"name":"Legal tax reduction","value":"Reduce Taxes Legally","valueDescription":"Tax planning is intended to help physicians and medical practices legally reduce their taxes."},{"name":"Financial reporting","value":"Support Informed Decisions","valueDescription":"Dependable financial reporting gives physicians information to help make better business decisions about their practices."},{"name":"Medical industry consulting","value":"Address Medical Practice Needs","valueDescription":"Consulting focused on the medical industry is designed around the specific tax and financial needs of physicians and their practices."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Real estate tax and accounting services","anchor":"product-real-estate-tax-and-accounting-services","type":"Service","url":"https://alliedtaxgroup.com/real-estate/","summary":"Helps real estate companies address industry-specific tax and financial needs with specialized accounting, planning, consulting, and transaction support.","description":"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.","pricing":{},"features":[{"name":"Tax planning and deal structuring","value":"Plan Taxes And Structure Deals","valueDescription":"Helps clients address tax considerations as they plan and structure real estate deals."},{"name":"Real estate tax returns","value":"Prepare Entity Tax Returns","valueDescription":"Supports corporate and partnership income tax filing for real estate companies."},{"name":"Real estate transaction due diligence","value":"Assess Acquisitions And Joint Ventures","valueDescription":"Provides due diligence on potential property acquisitions and joint venture agreements."},{"name":"Financing and cash flow analysis","value":"Analyze Financing And Cash Flow","valueDescription":"Supports financial planning with financing and cash flow analysis."},{"name":"Real estate industry coverage","value":"Support Multiple Real Estate Sectors","valueDescription":"Provides services for clients involved in real estate development, management, investment, financing, and construction."},{"name":"1031 exchange support","value":"Support 1031 Exchanges","valueDescription":"Provides service support for 1031 exchanges as part of its real estate industry offering."},{"name":"Cost segregation studies","value":"Conduct Cost Segregation Studies","valueDescription":"Provides cost segregation studies as part of the firm’s specialized real estate services."},{"name":"Property tax consulting","value":"Consult On Property Taxes","valueDescription":"Helps clients address property tax matters through real estate-focused consulting."},{"name":"Real estate investment analysis","value":"Analyze Real Estate Investments","valueDescription":"Provides investment analysis to support clients’ real estate interests."},{"name":"Debt restructuring and workouts","value":"Restructure Debt And Workouts","valueDescription":"Helps address debt restructuring, reorganization, and workout needs."},{"name":"Real estate management and operations reviews","value":"Review Management And Operations","valueDescription":"Examines management and operations as part of the firm’s real estate services."},{"name":"Operating budget preparation and tracking","value":"Prepare And Track Operating Budgets","valueDescription":"Provides operating budget preparation, analysis, and tracking for real estate businesses."},{"name":"Real estate financial statements","value":"Support Financial Statement Needs","valueDescription":"Helps address company needs involving financial statements."},{"name":"Involuntary conversion tax support","value":"Address Section 1033 Conversions","valueDescription":"Offers tax-related support for involuntary conversions identified under Section 1033."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Entertainment accounting and financial management","anchor":"product-entertainment-accounting-and-financial-management","type":"Service","url":"https://alliedtaxgroup.com/entertainment/","summary":"Entertainment-focused accounting and financial guidance helps clients manage complex industry requirements, stabilize cash flow, and plan for long-term financial security.","description":"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.","pricing":{},"features":[{"name":"Entertainment financial management and consulting","value":"Manage Industry-Specific Financial Needs","valueDescription":"Receive financial management and consulting focused on the unique requirements of the entertainment industry."},{"name":"Cash flow planning","value":"Stabilize Cash Flow Between Jobs","valueDescription":"Plan expense payments between jobs to help maintain more stable cash flow through periods of changing work."},{"name":"Long-term financial security planning","value":"Plan For Long-Term Financial Security","valueDescription":"Develop financial plans intended to support long-term security amid the ups and downs of the entertainment business."},{"name":"Residual and royalty guidance","value":"Navigate Residuals And Royalties","valueDescription":"Receive guidance for navigating residuals and royalties, which the firm identifies as a confusing area for entertainment professionals."},{"name":"Tax deduction planning","value":"Maximize Lawful Tax Deductions","valueDescription":"Identify and maximize deductions allowed under the law as part of managing entertainment-related tax requirements."},{"name":"Day-to-day financial requirements management","value":"Handle Day-To-Day Financial Requirements","valueDescription":"The team takes on day-to-day financial requirements, helping clients focus their time on entertaining."},{"name":"Contract negotiation consulting","value":"Navigate Contract Negotiations","valueDescription":"Get consulting support when working through contract negotiations in the entertainment industry."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Small business tax and accounting services","anchor":"product-small-business-tax-and-accounting-services","type":"Service","url":"https://alliedtaxgroup.com/small-business/","summary":"Small businesses receive tax, accounting, and advisory support to manage financial responsibilities, address operational challenges, and identify opportunities.","description":"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.","pricing":{},"features":[{"name":"Tax compliance and consulting","value":"Manage Business Tax Responsibilities","valueDescription":"Receive tax compliance support and related consulting tailored to the needs of small businesses."},{"name":"Small business bookkeeping and accounting","value":"Maintain Accurate Business Books","valueDescription":"Outsource ongoing bookkeeping and accounting tasks, including bank reconciliations and general ledger cleanup, so owners can focus on running their business."},{"name":"Tax return preparation","value":"Prepare Business Tax Returns","valueDescription":"Get assistance preparing business tax returns as part of the firm's tax and accounting services."},{"name":"Tax planning","value":"Plan For Business Taxes","valueDescription":"Add tax planning to the accounting service package to address tax matters proactively."},{"name":"Financial reporting","value":"Review Business Financials","valueDescription":"Use income statements and balance sheets to review revenues, expenses, and the business's financial position."},{"name":"Business advisory","value":"Address Business Challenges","valueDescription":"Work with the firm's team on business issues and opportunities, and get help interpreting and using financial information."},{"name":"QuickBooks implementation and training","value":"Set Up QuickBooks Accounting","valueDescription":"Get help configuring QuickBooks for accounting, management, and tax needs, with training for the client or staff and optional follow-up reviews."},{"name":"Retirement plan consulting","value":"Review Retirement Plan Options","valueDescription":"Access retirement plan consulting as part of the firm's small business services."},{"name":"Payroll support","value":"Add Payroll Support","valueDescription":"Include payroll support in QuickBooks setup or add payroll to a customized small business accounting service package."},{"name":"New entity selection and formation","value":"Select And Form A Business Entity","valueDescription":"Get support with selecting and forming a new business entity."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://alliedtaxgroup.com","text":"Allied Tax Advisory Group"},{"url":"https://alliedtaxgroup.com/services/","text":"Tax and accounting services"},{"url":"https://alliedtaxgroup.com/services/#s2","text":"Tax problem resolution"},{"url":"https://alliedtaxgroup.com/about/","text":"Business management and CFO services"},{"url":"https://alliedtaxgroup.com/dentists/","text":"Dental practice accounting and consulting"},{"url":"https://alliedtaxgroup.com/physicians/","text":"Physician accounting and tax services"},{"url":"https://alliedtaxgroup.com/real-estate/","text":"Real estate tax and accounting services"},{"url":"https://alliedtaxgroup.com/entertainment/","text":"Entertainment accounting and financial management"},{"url":"https://alliedtaxgroup.com/small-business/","text":"Small business tax and accounting services"}]}