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Business Tax Preparation
Altius has been a great help in establishing my new business. I am excited to continue working with Allen and his team as business continues to grow.Jun 28, 2017Verified
Individual Tax Preparation
Buying a house and needed a draft of my tax return for the bank. I was very impressed with the speed Allen was able to turn around my request. Great to work with.Jan 16, 2016Verified
Individual Tax Preparation
Very responsive and knowledgeable.Mar 24, 2016Verified
Allen and his team were very responsive and professional. Before year end, I needed help with Quickbooks clean-up and tax planning. Through his advice, I not only found ways to substantially lower what I would have owed for the year, I now no longer have to worry about how things will turn out in April because he already let me know what my return will be. I would recommend Allen and anyone at his firm to business owners that are looking for the comfort that they are receiving the highest level service and the best advice.Jan 5, 2016
I rarely write online reviews. However, my experience with Allen preparing my tax returns has been so positive that I want to make sure everyone knows. My interaction with Allen has been exemplary. Allen has prepared tax returns for our family for many years with complete satisfaction. He is extremely knowledgeable and articulate in explaining tax complexities and nuances that can be difficult to understand. More importantly, he takes the time to understand our situation every year and genuinely respects our concerns. As a client, Allen returns all my phone calls promptly and takes the time to explain and review all my inquiries. His customer service is stellar!!! I would highly recommend Allen, and in fact, I have already done so. ~Jan TJan 6, 2016
License Type: CPA – Certified Public Accountant (CA)
License Type: Accountant - Individual (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?We created a pricing tool for the most commonly requested services located here altiuscpa.com/pricing. We of course also do customized projects for business owners and are happy to provide up front estimates on those as well.
- What is your typical process for working with a new customer?Before accepting new clients we conduct complimentary new client analysis to identify if we are a good fit. Business owners typically request that we help them monthly with their outsourced accounting, tax planning and business advisory.
- What education and/or training do you have that relates to your work?We are a CPA firm. Our team has several decades of advising some of the top business owners in the Western US. From technology integrations to high-level tax savings strategy nothing is off limits in the benefits clients receive being an ALTIUS client.