Allied Tax Advisory Group

Allied Tax Advisory Group

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience

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
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience

Contact Information

Address

15250 Ventura Blvd Suite 1000

Sherman Oaks, California 91403

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

Shawn is nothing but AMAZING. In the past I've either done my taxes myself through online or had family do my taxes. I felt like there was something missing or wrong so i decided to branch out. I was referred to Shawn by my fianc?, who uses him for everything tax related and after hearing how affordable and great Shawn was I decided I'd give him a try. And I can say I wish I had used him sooner! Shawn was great and easy to work with. Scheduling was never a problem, my questions were always answered and

Prior to meeting Shawn I was consistently using H&R Block but my returns were ehh. Becoming extremely fed up, I decided to go with a tax professional and Shawn Daie is exactly that! Shawn has made doing taxes a breeze and a truly pain-free experience which not what I had expected. Initially I had a lot of hesitation consulting with a CPA but after meeting Shawn all that went away. He was thorough, extremely knowledgeable, and a peoples person. One thing that specifically stood out to me about Shawn is that

Allied Tax Advisory Group saved my company in 2016 in thousands of tax dollars for a situation I had been in from 2012-2015 with another firm!!! I felt like there was absolutely no end in sight until a friend of mine had recommended me to speak to Shawn Daei. After reading the multiple positive reviews, I knew I had to contact this group. I am so happy that my friend introduced me to Shawn and the rest of the team. He went above and beyond and rest assured his work and effort showed for itself. When I rece

I called Shawn?s office around January after receiving tons of notices from the IRS! The IRS put a federal lien on my credit, making it difficult to live!! I called a few other places that advertise all over and they were pushy sales people just trying to get me to sign up! They didn?t care about why or how I got into this mess. Shawn explained the ?Fresh Start Program? and Offer in Compromise to me and made sure I can qualify before moving forward. The IRS takes a long time to respond, but that?s the gove

I don't have the words to express how helpful Shawn and his staff have helped me over these few months. One year ago, due to a pretty deep hole I had gotten myself into, I was scared, more than a little embarrassed, and didn't know where to turn. ?I set up a meeting with Allied Tax Group and called them based on others recommendations. ?Ten minutes into my first meeting with Shawn, I realized I had struck gold. The embarrassment and fear literally melted away. He is so thoughtful, caring demeanor put me a

Taxes are my least favorite thing in the world especially since I've had terrible accountants in the past and like most people cringe when tax season approaches. Shawn Daei made the process easy and painless! I never thought I would ever change the way I felt about this subject! Being an independent contractor I wasn't aware of how many things can go wrong. My previous accountant really screwed me with the way he filed. Excessive business expenses and doing the deductions were my major problems before and n

Fast, Friendly and Professional Service! Shawn and his team have met and exceeded our needs. The team made all our transitions easy with their advice and assistance. Allied has the best, competitive prices and it was surprising for me to go into the beautiful office and personally see the professional atmosphere and everyone who works there is friendly and happy. I couldn't imagine a better CPA than Shawn! Can't thank them enough for taking such good care of us!

I was recently starting a new business and having to deal with everything that comes with it seemed like a never ending task. I had to deal with picking the business structure I wanted, filing correctly, and paying dues i knew I might get in over my head and decided to get it down right the first time. I called Shawn and scheduled consultation with him to discuss all these matters. He offers a free 30 minute consultation fee which was shocking to me considering time is of such value and I highly recommend

Shawn at Allied Tax makes taxes an enjoyable experience every year! I had never met an accountant who always had time to give advice, tax, and non-tax related. He?s the type of person who always has your best interest and makes sure you have and get the best too. Sometimes I?m dumbfounded at the things he tells me because I wouldn't have ever thought of asking! With my work expanding he sat me down and showed me all the things that I could write off which was nice knowing I'll get a big check back when the

Shawn was absolutely amazing, smart and helpful. I was having some IRS issues and decided to contact Allied. I wasn't expecting for this to be as quick and easy as it turned out to be. Within a few days of my call, we met, went over my documents, had cup of coffee and I went about my way. After a few weeks a letter from the IRS was sent and stated that I no longer had to make payments (yay!) and that all my issues were resolved. Shawn took my situation and figured out the best way to resolve it. I cannot

I am mother of 2 and don't have much spare time to waste so I was looking for a firm who I didn't need to babysit to get my case done. After numerous calls and some online research Allied Tax Advisory Group really stood out to me. The fact that his reviews raved about him made my decision a no brainer. My tax problems were solved quickly, efficiently and didn?t break the bank. After providing all the necessary paperwork they needed Shawn went to bat with the auditor while Sevan and Christian took care of t

I am horrible with numbers, I work in the movie industry and I earn income in two different countries. A horrible combination if you don't have a great CPA. I've been running around like a headless chicken before meeting Shawn and his team! I am grateful for their help, support and patience. He always makes time to talk on the phone or schedule a meeting if needed so he can answer all my questions and explain everything I don't understand (which is a lot!!!). I am happy to recommend Shawn and his CPA firm!

I am the type of person who likes consistency so when I stumbled across Shawn Daei that's exactly what I found. His knowledge and experience in the IRS and with tax issues was truly impressive. I was having a very large percentage of my paycheck garnished by the IRS and he was able to get it resolved within a few days. I called him tuesday and by friday morning it was done. I've always done my own taxes with H&R Block and now i see that got what I paid for. I didn?t know how vast tax issues got until I had

allied tax advisory group is the best! I?ve been working with them for about 3/4 years now! I am always welcomed with great customer service and always have my questions answered. I highly recommend them!

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.