Allied Tax Planners

Allied Tax Planners is a family tax and financial planning firm founded in 1978 by Brad Haupt, whose sons now work alongside him. The firm prepares personal and business tax returns, represents clients in IRS audits, helps resolve tax problems and offers financial planning and advisory work, with the same professionals often handling both the taxes and the investments.

The firm says its staff stay available year-round rather than disappearing after April, which is a key difference from chain tax offices. Consultations can be booked by phone, email or the website contact form, with both in-person and virtual appointments offered. The main office is on Johnston Road in Pleasanton, though the team notes it sits closer to unincorporated Danville, and a second office is in West Dublin.