Allied Tax Planners

Allied Tax Planners is a tax preparer in Pleasanton, California. The firm provides comprehensive tax solutions, including personal and business tax preparation, tax planning, IRS audit representation, and tax problem resolution. They also offer specialized services in financial consulting, retirement planning, and investment advisory for entrepreneurs, executives, and high-net-worth individuals. The firm has earned a 4.80 rating from clients.

Since its founding in 1978 by Bradley Haupt, the firm has focused on integrating tax expertise with financial planning. The team provides proactive, forward-looking strategies designed to reduce multi-jurisdiction tax exposure and ensure global compliance for mobile clients. Unlike seasonal retail tax services, this firm operates year-round to assist with tax minimization, investment coordination, and navigating complex regulatory scrutiny. The practice is a multi-generational family business, with the founder's sons joining the team to continue providing personalized service.

The office is located on Johnston Road, near the Brown Ranch Mitigation Lands and a short drive from the Tassajara Creek area.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

Allied Tax Planners provides expert, year-round tax and financial planning to help clients in Pleasanton and the surrounding Bay Area manage their liabilities and plan for the future.