Introducing Allen Advisory

Better Tax Decisions Start Before Tax Season.

Personalized tax planning, with the option to include complete tax preparation.

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Choose the Right Level of Support.

Tax Strategy

Plan ahead with confidence.

Individuals

flat $149

Schedule C +$25

Businesses

from $399

  • Strategy consultation
  • Review of financial records
  • Identifying deductions and credits
  • Recommendations and next steps

Tax preparation is not included.

Request Tax Strategy
Most Popular

Complete Tax Package

Planning + preparation in one package.

Tax Preparation/Filing included

Individuals

from $349

Schedule C +$25

S & C Corporations

from $1,099

  • Everything in Tax Strategy
  • Tax preparation
  • E-filing
  • Next-year guidance
Explore Complete Package

For businesses, the $1,099 starting price includes both personalized tax strategy planning and preparation and filing of the S Corporation or C Corporation tax return.

Starting prices apply to standard-scope services. More complex tax situations may require a separate quote.

1. Tell Us About Your Needs

Share a few details about your situation and goals.

2. Meet with Allen

Review your information, discuss options, and build a plan that fits.

3. Move Forward with a Clear Plan

Implement your strategy, with or without tax preparation.

More Than Filing. A Plan for What's Next.

Strategic, practical tax guidance from a trusted partner with 26+ years of experience.

Get Started with Allen Advisory

26+ Years

Serving Clients

QuickBooks Online

ProAdvisor

Authorized

IRS E-File Provider

Calabash, NC

Serving All 50 States Remotely

“We work for the client, not the IRS.”