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    Allied Tax Planners

    5.0 (36 reviews)
    Open 9:00 am - 5:00 pm
    Updated 3 months ago

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    Response time

    7 hours

    Response rate

    100%

    Services - Allied Tax Planners

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    Allied Tax Planners Photos

    Recommended Reviews - Allied Tax Planners

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    3 months ago

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    2 years ago

    So helpful! Bryan Haupt confidently answered all of my tax questions and concerns. I highly recommend his services

    Business owner information

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    Bryan H.

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    2 years ago

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    6 years ago

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    6 years ago

    I have been using Andrew Haupt for many years now. Thorough, knowledgeable, professional and reasonable. Highly recommend this whole team.

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    4 years ago

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    14 years ago

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    8 years ago

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    6 years ago

    Andrew has been a wealth of information. He has helped me a lot.

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    9 years ago

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    7 years ago

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    6 years ago

    I find allied tax planner to be completely reliable and fully knowledgeable about tax laws. They've been timely and very easy to work with.

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    15 years ago

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    10 years ago

    Super great team. Very understanding and helpful and supportive. Very affordable too for the peace of mind I have

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    12 years ago

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    Ask the Community - Allied Tax Planners

    Review Highlights - Allied Tax Planners

    Been doing my taxes with Andrew for over 10 years, he listens to your questions and answers them with clear explanations.

    Mentioned in 16 reviews

    Read more highlights

    Impact Complex Financials

    Impact Complex Financials

    (14 reviews)

    100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

    6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (165 reviews)

    North Beach/Telegraph Hill

    This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    Allied Tax Planners - financialadvising - Updated July 2026

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