Allied Tax Planners

Pleasanton, United States

4

Open now

12 reviews

Contacts

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Telephone:
+1 925-248-6800
Website:
alliedtaxplanners.com
Address:
7300 Johnston Rd Ste B, Pleasanton, CA, 94588
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Today

Today 10:00 am – 4:00 pm
Open now
Local time (Pleasanton) 11:40 Friday, 29 November 2024

Business hours

Monday 10:00 am – 4:00 pm
Tuesday 10:00 am – 4:00 pm
Wednesday 10:00 am – 4:00 pm
Thursday 10:00 am – 4:00 pm
Friday 10:00 am – 4:00 pm
Saturday –
Sunday –

Description

Specialties

Tax Preparation — Getting the maximum refund is just the beginning. We can counsel you on how to take advantage of changes in your situation and pay less taxes.

Financial Planning — Planning the important steps of your life, and developing a plan to get you there.

Investment Management — We bring you the latest and greatest investment strategies, based on academic research; we don’t push the latest investment to make commissions.

All securities are offered through American Investors Company

www​.amer​i​can​in​vestorsco​.com

History

Established in 1978.

Allied Tax was started by Bradley Haupt, back in 1978. Brad had been selling investments for a few years, and had quite a few clients tell him, after his presentations, «Sound great, Brad. Let me talk to my tax guy about this.» He wondered why tax professionals were so often consulted. He realized that there was a need for professionals who knew both taxes as well as financial planning and investment management, and this lead directly to the creation of Allied Tax Planners.

Since then, our company has continued to grow and offer more services. We now offer payroll and bookkeeping services, financial planning and investment management, tax preparation, and our comprehensive Equilibrium program.

Meet the Business Owner

Brad H.

Business Owner

Brad has been doing taxes, financial planning and investment management for more than 30 years, and he enjoys it more and more. Brad has spoken publicly all over the Bay Area, on radio shows, written articles for magazines, and taught Learning Annex classes during this time. He is an Enrolled Agent and a Certified Financial Planner. In recent years his sons have jumped on board with the family business.

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12 reviews of Allied Tax Planners

No registration required
Place rating: 5
Alamo, CA
Met with Bradley today and he was better than I had hoped! I was looking for a tax advisor that would help me plan better so I won’t miss any tax breaks. Bradley did just that. I not only did he get my current year taxes done with new savings, but even more valuable is, I am now much more prepared for next year. This company is great. they are very knowledgable in all aspects of financial planning — and since your investment decisions affect your taxes, it’s important that your tax advisor have this blended background. I also really like that this is a family business — that says a lot to me. I highly recommend them!
Place rating: 1
Castro Valley, CA
I started using Danny at ATP on a referral from a family member. As another review states, he was great in the beginning, for 2 years, then some medical issues arose and it went downhill quickly with no communication whatsoever from Danny or anyone at ATP. I feel for the situation, but there should have been a layer of protection that would prevent this from happening. This is an EPIC fail in my opinion. During the third year, we paid him quite a bit of money for «concierge» tax planning and we got absolutely no value out of this, rather, because of the medical situation he become unresponsive for over 6 months and completely failed to do his job of filing our taxes — both personal and corporate which leads to years of issues trying to get out of the hole that was dug. No one else in the company stepped in to help. We also incurred over $ 5,000 in penalties due to our corporate taxes being filed late.
That being said, the only saving grace is that, after quite a bit of coaxing and begging, Andrew finally stepped in to fix the situation and saved the day, getting our personal taxes filed the last day they were due to prevent penalties and getting them done in time for us to still be able to make an offer on our dream house which we almost lost! (Thank you Andrew!)
Therefore, the goal of writing this is to caution you to make sure that these issues have been resolved if you choose to use them. It seems that the other members of the family do a good job, as Danny did in the beginning, but there are major issues with the company that definitely need to be resolved. Beware.
Place rating: 1
Winters, CA
When I first started working with Danny in 2012 he was very professional. Recently, I recieved a letter from the IRS stating my husband’s taxes where never filled for 2013. We payed Danny Haupt to do our taxes that year. I’ve tried calling and emailing Danny and he won’t get back to me. I’ve not been able to sleep lately cause I’ve been so stressed out over this. I started calling Danny’s business associates cause I didn’t know what to do. Luckily Andrew Haupt called me back and did my taxes in about 10 minutes. Andrew was fast, professional and so understanding. Fyi… work with Andrew not Danny!!!
Place rating: 5
Dublin, CA
I have been working with Brad for the last 3 years. He has helped represent me with 3 audits. Brad was able to get successful outcomes with all the audits. He is a seasoned professional when it comes to taxes both for personal and business. I am very fortunate to have Brad advise me and I would recommend him to anyone. I’ve introduced a few of my friends to him and they have been using him the last couple years as well. Brad offers me a piece of mind knowing I am taking advantage of every deduction and to being represented with all his professional experience is priceless. Thanks Brad!
Place rating: 5
Alameda, CA
We’ve been going to Brad more than 10 years and we completely trust him. He’s seen us through home purchases, short sales, childbirth, and more. We always get the insurance and so far haven’t had to use it. But, Brad is always available throughout the year when we’ve had tax related questions. He really knows his stuff and we always feel confident that he has done the best for us whether we owe or if we get a refund. We feel that he is sincerely looking out for us. A few years ago we were contacted by the IRS and Brad was with us the whole way making sure we had the right documentation to prove the IRS that we were correct. Recently, we had a situation where he was able to draw from our past year’s information to enable us to get more money back. We can’t recommend Allied enough and won’t go to any other tax planner.
Place rating: 5
Pleasanton, CA
I came back again with better records and everything in order. Brad, saved me more money than last year and helped me form a strategy for next year. I won’t go anywhere else.
Place rating: 5
Castro Valley, CA
This is the BEST company I have ever had dealings with in my entire life. I have had Matt doing my taxes for years and even while he had so many other things going on in his life he still did my taxes the last day I was able to file and I called him on Oct the 15th telling him I hadn’t done anything and didn’t even have my paperwork together. I have also had help from Danny and Andrew when I had again waited til the last minute and every time they have bailed me out… not to mention I let H & R block go over them and they COULD NOT find me anymore money like they say in the commercials … So if you want the best finical team with HEART then these are the guys!!!
Place rating: 5
San Francisco, CA
I have worked with Danny and mostly Andrew Haupt for the last two years helping me with a tax issue. Andrew took a very scary and overwhelming IRS issue and made it very easy. He did everything he said he would do and on time.
I would recommend Allied Tax Planners to anyone! Very professional, knowledgeable and easy to work with!
Place rating: 5
Oakland, CA
If you want to pay fewer taxes — and WIN when the IRS audits you — then Bradley Haupt is your man.
Bradley has been my CPA since 1999, and has given me excellent advice for reducing my tax liability. In fact, I can’t remember the last time I paid any federal income tax, over and above the 15% self employment tax (which is unavoidable).
When Bradley prepares your tax return, he offers optional «audit protection» for an extra fee. I have paid it every year. So do most of his other clients.
Well I’m glad I did! The IRS recently audited me for tax year 2007. I understand that in the majority of cases, the IRS wins their audits, at least partially.
However, thanks to Bradley, I won the audit and paid the IRS zero. And this was during a tax year when I was aggressive with write-​offs.
Since I’d already paid him for «audit protection», there was no extra cost for the time Brad spent defending me, or preparing my defense.
Although his official hourly rate seems high, I can’t remember the last time he billed me for phone advice. I generally pay him just once a year, and that’s when he prepares my tax return.
Place rating: 5
Fremont, CA
I have been working with Bradley Haupt at Allied Tax Planners for about 7 years. I could not be happier with his service.
What I most appreciate about Brad is how he works very hard to maximize my deductions each year. He has saved me thousands of dollars that I would have unknowingly paid to the IRS. He is highly educated on what small business owners can and cannot deduct.
Beyond taxes, Brad is able to provide me with guidance in other important areas of my life, such as my finances.
I am very grateful to have Brad in my corner and highly recommend him to anyone looking to save money on taxes and be protected from the IRS.
Thank you for all your help Brad!
Place rating: 5
Mountain View, CA
i met Brad through another biz associate and was behind the eight ball and not filed my taxes for 8 years and brad was able to bring me up to date in two sessions and where the federal government stated i owed more than $ 9k mr HAUPT was able to get me a refund of over $ 3k within a 3 month period i received the refunds promptly.
Then Bradley prepared my 2011 in Feb. and yesterday i received a check fro the Feds for $ 1460.00 and i am waiting for my sate refund of $ 280. Bradley save my bacon… five star service
Place rating: 1
San Francisco, CA
Even though I received a positive recommendation for Allied Tax Planners, I ended up being very disappointed with my experience and will not be a returning customer. The man I worked with, Bradley, was not prepared for our meeting. I had advised him on the phone in advance of a filing status question I had, but he made no attempt to research the matter until after I did some research and sent him the link to the legal info needed. We wasted 30 min discussing something that he should have already figured out prior to our meeting. I was significantly overcharged given that this man was unorganized and seemingly uninterested in getting my taxes done the right way. He «lost» an email I sent him… then found it again. Instead of looking up my birthdate on a prior tax return, he called me to ask me. He wasted my valuable time in multiple ways, and did not offer anything but excuses when I expressed my disappointment. I hate to write negative reviews, but have already given him my feedback directly, and he seemed, again, uninterested in acknowledging my concerns.