ALLEN TAXES

We specialize in clients nearing retirement (5 to 10 years out), and clients currently enjoying retirement. We provide proactive concepts and strategies to keep more of what you earn, and maximize the use of what you have - without resorting to "grey areas" or questionable tactics... We employ the most current tax strategies and laws you are entitled to use, minimizing your tax obligations... Our keystone service offered to folks approaching retirement or who are already in retirement. Using the latest in tax strategy planning, determines when to claim Social Security, when to draw down your retirement savings, when and how much to convert to Roth IRA, and much more.

Primary location: Folsom United States