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ClaimTax 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 your after-tax income and protection of your assets. Mark offers additional financial services through his relationship with the Pleasanton & Folsom based Wealth Management Associates, Inc. (www.wealth-mgt.net) offices.
Specialties: Mark’s clients rely on him for:
• Minimizing business and family tax bills
• Achieving their retirement goals
• Protecting assets through proper insurance planning
• Choosing and managing the right business entities for their unique goals
• Choosing and establishing the right retirement plan vehicle
• Selling and exchanging real estate and other appreciated assets
• Tax implications of selling stock options – Timing and other issues
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Folsom, CA
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Year founded
Founded 2018
1 Locations
- Folsom , CA
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