Allen Tax Planning

Services Offered

• Income Tax Return Preparation
• Retirement Income Distribution Plans
• Tax Planning/Strategy Implementation
• Insurance Services (Life, Disability, Long-Term Care)
• Financial Planning

About

Allen Tax Planning is a financial consulting firm located in Folsom, California, specializing in comprehensive retirement income distribution plans. The firm employs the latest tax and financial planning strategies to maximize the use of retirement assets for their clients. They offer a range of services including income tax return preparation, tax planning and strategy implementation, insurance services, and financial planning through their in-house company, Wealth Management Associates. Allen Tax Planning is dedicated to helping individuals and families save money and protect their assets through tailored financial solutions.

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