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Allied Tax Advisors

Allied Tax Advisors

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services

Contact Information

Address

3949 Clairemont Dr #6

San Diego, California 92117

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-2PM
Saturday Closed

Customer Reviews

Michael and his team are the best! After working with a few different tax professionals and accounting firms, we mad the move to AlliedTax and we couldn't be more thrilled with their attention to detail and knowledge. I'd highly recommend AlliedTax for anyone looking for bookkeeping services, tax prep and fractional CFO support.

5/5 stars! I highly recommend Michael and his team at allied tax advisors for all your tax needs. As a small business owner, I was overwhelmed with tax compliance, but they took the time to understand my unique situation and provided expert guidance. Their professionalism, attention to detail, and prompt communication made the entire process seamless. I've never felt more confident in my tax preparation. Thank you, Michael, for your exceptional service! You truly are a trusted advisor in the financial commu

I have been using Michael as my CPA for years now and he has always been a pleasure to work with and not mention the fact that he really knows taxes! He has helped me and my business so much year after year and at a very reasonable rate. Anyone who is looking for a consummate professional with that personal touch should come straight to Allied Tax Advisors. I highly recommend!

Michael is great at what he does. I had an IRS audit going on, and I had to ask him for help. He detailed the audit report, and his proactive advice significantly improved the accuracy of the tax return, ensured compliance with tax laws, and provided me with guidance and strategies on how to respond and provide evidence throughout the audit process. His performance was outstanding, warranting a top rating

Highly recommend Allied Tax Advisors. Michael made the experience very pleasant. He is knowledgeable and thorough. I appreciated that he takes his time to explain any questions that you have during the process. I will continue to recommend his services to family, friends, and colleagues.

Allied Tax Advisors have been amazing for my small business. They?ve made planning and payroll so easy. Super helpful and always there when I need them. Highly recommend!

Michael is a very knowledgeable CPA and has helped me and my husband understand a lot of aspects related to our tax returns. He has been very professional, thorough and has attention to detail. Highly recommend him and his firm!

Michael was so responsible and detail oriented in filing our tax return. He surpassed our expectations. We are grateful ??

Michael and Team did a great job navigating and getting my business tax return done. I have a small business and operating as S corp that my former accountant failed to comply with payroll requirements. I?m so glad that I found this place. Highly recommended if you have small business.

I highly recommend Michael !!!!!! He is great and very professional? He has been amazing for my small business?5/5 STARS!!! ?

Allied Tax is awesome at handling corporate books, billing, and tax returns. They've been doing it for years and really know their stuff. They keep everything super organized and make tax time a breeze. Plus, their team is always friendly and ready to help. Totally recommend them if you want to keep your financials on point without any stress.

They are great! Highly recommended Allied Tax Advisors. Michael helped me with filing my taxes since 2021, and he makes everything really smooth and will answer any questions you might have

Highly recommend Allied Tax Advisor. Michael has been helping my husband and I with our taxes since 2021. He always makes the process smooth and easy. Answers all our questions and is always professional.

Have had a great experience with Michael! Very organized, professional and knowledgeable. He went above and beyond to help out and answered all the questions I had about my tax returns. Great experience overall.

After many years with Allied I can tell you: you can't get a better tax professional and CPA than Michael and his team at Allied! They are professional, kind, rigorous, and will safeguard your money responsibly. Don't trust your money with anyone else than Allied!

Michael is a professional CPA. Experienced in preparing taxes for individuals and businesses. I have had him help me with my taxes recently and he was responsive and knowledgeable. Highly recommended

Allied Tax Advisors are fantastic! They made my 1031 exchange process super smooth and gave great advice. Highly recommend for anyone needing solid tax help.

Michael is an experienced CPA who took the time to answer all of my complicated tax questions! He is kind, diligent, knowledgable, and truly puts his clients first. I highly recommend Michael for all of your tax needs!

1st time filing with Allied Tax Advisors. Wish I found this place sooner. Michael and his staff are great! Very knowledgable, efficient and professional. I highly recommend their service.

allied tax has been doing our books for my company craft tile since we started in roughly 1988, when we were in San Diego. we moved to Santa cruz and Katherine said she'd be happy to take us on long distance and we've never ever had a problem. I would send her the hours and she never failed to get back with us on payroll. I'm now mostly retired in Hawaii and she still takes care of me!

Very professional organization. Michael is knowable and Carries a vast experience in the field. He helped me sort out many issues in the past not just my taxes. I highly recommend this office

Can?t say how happy I am with their services. The team was very helpful and knowledgeable and made the whole process go as smoothly and quickly as possible! Will definitely use Michael and his team again! Thanks so much for everything!!

I can't speak highly enough about Michale, his quality of his work, the responsiveness of his communication and the overall thoroughness of his office. I would highly recommend them to anyone looking for assistance with personal or business tax guidance.

My taxes were completed swiftly, with all my inquiries addressed to my satisfaction. The secure electronic exchange of documents was convenient, and I didn't have to visit the office. Fast and efficient service!

Very no frills tax preparation that I've been enjoying for over 5-years now with zero complaints. They're fantastic and I can't recommend them more! Katherine is wonderful at answering questions and keeps things in plain English. I couldn't ask for more.

Very professional and helpful with our taxes. Recently moved cross country and they were very helpful in filing returns for 2 states. It was pleasure working with them.

The team is super supportive and helpful! Thanks to Michael for helping me with my tax returns.

This place is amazing! I can't recommend them enough. Michael was amazing and made the whole process so smooth

Our organization have been working with allied tax advisors for over a year and so far so good

Michael is very knowledgeable person what a difference of money saving when you use such a person with such knowledge

Katherine has been helping me for a decade now and I always get the most return possible with her help.

The staff was very helpful and easy to work with

I?m very happy with their service

Great customer service, highly recommended

Easiest tax filing. Quick, efficient, professional.

Great communication. Fast service. Very knowledgeable.

These guys are the best!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.