Allen & Allen

Specialties

Allen & Allen, LLP is a CPA & Financial Planning firm which specializes in proactive strategies to minimize tax obligations and achieve financial goals for individuals and small businesses.

History

Established in 2002.

Allen & Allen LLP is a Folsom CPA and Insurance Services firm. It was established by Noelle Allen, CPA and her son Mark Allen, Certified Financial Planner™, Enrolled Agent, MS in Financial Planning, CA Life & Health Insurance Licensed. We serve clients in the San Francisco Bay Area, El Dorado Hills, Folsom, and Sacramento Areas specializing in income tax and insurance planning strategies for the individual and small business owner. Today, we serve clients who work in a broad range of fields including professional services, trade services, real estate, and other professions.

Meet the Business Owner

Mark A.

Business Owner

The «go-​to professional» specializing in tax and insurance services for small business owners and individuals. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808) with a specialty in long-​term care. Mark integrates all disciplines into a holistic, client-​centered approach towards maximizing your after-​tax income and protection of your assets. Currently, Mark speaks for the California CPA Education Foundation and in the past he has served as a director and treasurer of the Cameron Park — Shingle Springs Chamber of Commerce. Mark offers additional financial services through his relationship with the Pleasanton & Folsom based Wealth Management Associates, Inc. (www​.wealth​-mgt​.net) offices.