About us.
Jeff Allotta has over 12 years of experience filing tax returns for individuals, businesses, trusts, and estates. With a financial background, Allotta Wealth can help you minimize your tax burden through tax planning and organization strategies.
12+
Years of Experience
Allotta Wealth has over 12 years of experience in tax preparation and planning.
1000s
Satisfied Customers
The tax preparers at Allotta Wealth have filed thousands of tax returns for hundreds of satisfied customers.
34
Years of Experience
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Area of Practice
01
Individuals
We will work with you to create a personalized tax plan to help you achieve your financial goals.
02
Businesses
We will work with you to increase your business’s profits and minimize its tax burden.
03
Trusts and Estates
We will work with you to optimize your estate planning needs to achieve your goals.
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