Partner with Allotta Wealth for Seamless Tax Solutions
As a financial advisor, you understand the importance of comprehensive financial planning. Tax preparation is a crucial piece of that puzzle, and Allotta Wealth is here to provide your clients with exceptional service and expertise.
Dedicated Expertise
We specialize in tax preparation, staying up-to-date with the latest tax laws and regulations. With 12 years of experience, we ensure accurate and timely filings, and minimizing your clients’ tax liabilities
Complementary Services
We understand that your clients’ financial needs extend beyond tax preparation. We work collaboratively with you to ensure a holistic approach to their financial well-being.
Individual
Tax Preparation
We prepare and e-file Federal, state, and local taxes
Individual
Tax Planning
Help your clients minimize taxes with pro-active tax planning
Entities
Tax Preparation
Experience with tax returns for Estates, Trusts, Partnerships, S-Corps, C-Corps, Non-Profits, and gift tax returns.
Small business
Accounting Services
Help business from inception to growth with planning, bookkeeping, and more
24600 Center Ridge Rd
Suite 200
Westlake, OH 44145