Allotta Wealth
Full-service comprehensive tax planning
and preparation. Available year round
some of our services
Service Areas
Let us help you make tax time easier for you
Individual Tax Planning
We evaluate all available options such as retirement contributions, backdoor Roths, or QCDs to maximize your financial goals.
Corporate Planning
Get tax and financial advice while starting up your business or as an established one. We can provide any assistance you need.
Tax Preparation
We prepare your personal tax return or any corporate, partnership, trust, or estate return.
Success
Proven track record of satisfied clients for over 12 years
1000+
Clients
12
Years
Who are we
Talented tax professionals ready to help with any financial issues
✓ Tax Preparation
✓ Tax Planning
✓ Corporate Services
Have Questions?
Frequently Asked
Questions
Do I have to come into your office?
Absolutely not! As a digital accounting firm, we are able to service your needs without you ever having to leave your house.
What if I don’t want to do everything online?
That’s fine too! We have a lovely office that you are welcome to come visit. Please make an appointment ahead of time though.
Can you prepare my tax return?
Yes we can! Set up an introductory meeting to make sure we are a good fit for each other and then we can get started working together.
Can you help my business?
Yes! We work with many businesses to serve them in the best way that fits their individual needs. From bookkeeping, payroll, tax returns, and CFO services. If you need help we can find a way to assist you.