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Tax Services Experts in Folsom, California

Mark Allen,CFP®, EA , is The “go-to professional” specializing in tax preparation and planning for small business owners and individuals. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808) with a specialty in long-term care. Mark integrates all disciplines into a holistic, client-centered approach towards maximizing

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2 - 9
Founded 2018
Folsom, CA
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headquarters

Focus

Service lines
100%
Accounting
General Accounting Focus
100%
Tax Focus
100%

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