# Allied Tax Advisory Group *Also known as Allied Tax Group* - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Also in: Fractional CFO Services - Delivery model: services - Location: Sherman Oaks, CA, United States - Website: https://alliedtaxgroup.com - AI agent profile: https://nowen.ai/agents/alliedtaxgroup-com - Updated: 2026-11-11 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI, Perplexity > A full-service accounting firm providing tax, accounting, financial management, and advisory services to individuals and businesses. 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. ## Products & Services ### [Tax and accounting services](https://alliedtaxgroup.com/services/) *Service* Helps individuals and businesses manage tax obligations, maintain accurate books, and make informed financial decisions through accounting support and tax planning. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Tax return preparation and filing** — Prepare Individual And Business Returns - **Tax planning and compliance** — Plan Taxes And Use Available Deductions - **Bookkeeping and accounting** — Maintain Accurate Financial Records - **Financial reporting** — Understand Business Performance - **QuickBooks implementation and training** — Set Up And Use QuickBooks - **Business consultation** — Make Informed Business Decisions - **Payroll management** — Manage Business Payroll - **Entity selection and formation** — Select And Form A Business Entity - **Retirement planning** — Plan For Retirement - **Estate planning** — Plan For Your Estate ### [Tax problem resolution](https://alliedtaxgroup.com/services/#s2) *Service* Get help addressing IRS and state tax problems, negotiating tax debt, and pursuing the lowest settlement amount allowed by law. 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. - **IRS and state tax agency representation** — Let Experts Handle Agency Communications - **Tax debt negotiation and settlement** — Pursue The Lowest Lawful Tax Debt - **Individualized resolution planning** — Build A Plan For Your Situation - **Tax controversy and audit support** — Address Complex Tax Controversies - **Taxpayer rights defense** — Defend Your Rights As A Taxpayer ### [Business management and CFO services](https://alliedtaxgroup.com/about/) *Service* Outsource essential accounting and financial operations, access decision-making support, and spend more time focused on core business priorities. 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. - Categories: Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services) - **Bookkeeping and accounting** — Outsource Bookkeeping And Accounting - **Business and financial decision support** — Navigate Financial Decisions - **Tax matter management** — Manage Tax Matters - **Financial statement preparation** — Receive Financial Statements - **Accounting process automation** — Streamline Accounting Processes - **Business compliance support** — Manage Compliance Obligations - **Accounts payable management** — Outsource Payables Management - **Payroll management** — Outsource Payroll Management - **Deposit recording** — Delegate Deposit Recording ### [Dental practice accounting and consulting](https://alliedtaxgroup.com/dentists/) *Service* Helps dental practices manage finances and taxes, improve business performance, and devote more time to patient care. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Dental practice accounting and bookkeeping** — Organize Dental Practice Finances - **Dental tax planning** — Plan Taxes And Reduce Tax Obligations - **Financial reporting and expense analysis** — Track Expenses And Assess Costs - **Practice management consulting** — Improve Practice Operations - **Dental tax preparation and compliance** — Prepare Dental Practice Tax Returns - **Dental practice benchmarking** — Benchmark Practice Performance - **Dental business and growth advice** — Support Practice Growth - **Personalized financial guidance** — Tailor Guidance To Practice Needs ### [Physician accounting and tax services](https://alliedtaxgroup.com/physicians/) *Service* Helps physicians streamline practice accounting, make informed business decisions, legally reduce taxes, and focus more attention on patient care. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Medical practice accounting** — Simplify Practice Accounting - **Proactive tax planning** — Plan For Tax Obligations - **Legal tax reduction** — Reduce Taxes Legally - **Financial reporting** — Support Informed Decisions - **Medical industry consulting** — Address Medical Practice Needs ### [Real estate tax and accounting services](https://alliedtaxgroup.com/real-estate/) *Service* Helps real estate companies address industry-specific tax and financial needs with specialized accounting, planning, consulting, and transaction support. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Tax planning and deal structuring** — Plan Taxes And Structure Deals - **Real estate tax returns** — Prepare Entity Tax Returns - **Real estate transaction due diligence** — Assess Acquisitions And Joint Ventures - **Financing and cash flow analysis** — Analyze Financing And Cash Flow - **Real estate industry coverage** — Support Multiple Real Estate Sectors - **1031 exchange support** — Support 1031 Exchanges - **Cost segregation studies** — Conduct Cost Segregation Studies - **Property tax consulting** — Consult On Property Taxes - **Real estate investment analysis** — Analyze Real Estate Investments - **Debt restructuring and workouts** — Restructure Debt And Workouts - **Real estate management and operations reviews** — Review Management And Operations - **Operating budget preparation and tracking** — Prepare And Track Operating Budgets - **Real estate financial statements** — Support Financial Statement Needs - **Involuntary conversion tax support** — Address Section 1033 Conversions ### [Entertainment accounting and financial management](https://alliedtaxgroup.com/entertainment/) *Service* Entertainment-focused accounting and financial guidance helps clients manage complex industry requirements, stabilize cash flow, and plan for long-term financial security. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Entertainment financial management and consulting** — Manage Industry-Specific Financial Needs - **Cash flow planning** — Stabilize Cash Flow Between Jobs - **Long-term financial security planning** — Plan For Long-Term Financial Security - **Residual and royalty guidance** — Navigate Residuals And Royalties - **Tax deduction planning** — Maximize Lawful Tax Deductions - **Day-to-day financial requirements management** — Handle Day-To-Day Financial Requirements - **Contract negotiation consulting** — Navigate Contract Negotiations ### [Small business tax and accounting services](https://alliedtaxgroup.com/small-business/) *Service* Small businesses receive tax, accounting, and advisory support to manage financial responsibilities, address operational challenges, and identify opportunities. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Tax compliance and consulting** — Manage Business Tax Responsibilities - **Small business bookkeeping and accounting** — Maintain Accurate Business Books - **Tax return preparation** — Prepare Business Tax Returns - **Tax planning** — Plan For Business Taxes - **Financial reporting** — Review Business Financials - **Business advisory** — Address Business Challenges - **QuickBooks implementation and training** — Set Up QuickBooks Accounting - **Retirement plan consulting** — Review Retirement Plan Options - **Payroll support** — Add Payroll Support - **New entity selection and formation** — Select And Form A Business Entity ## Sources - [Allied Tax Advisory Group](https://alliedtaxgroup.com) - [Tax and accounting services](https://alliedtaxgroup.com/services/) - [Tax problem resolution](https://alliedtaxgroup.com/services/#s2) - [Business management and CFO services](https://alliedtaxgroup.com/about/) - [Dental practice accounting and consulting](https://alliedtaxgroup.com/dentists/) - [Physician accounting and tax services](https://alliedtaxgroup.com/physicians/) - [Real estate tax and accounting services](https://alliedtaxgroup.com/real-estate/) - [Entertainment accounting and financial management](https://alliedtaxgroup.com/entertainment/) - [Small business tax and accounting services](https://alliedtaxgroup.com/small-business/)