She started working with individuals to get them out of debt and once out of debt how to invest their funds going forward in addition to assisting them with their taxes. In 2017 she purchased another firm essentially doubling the size of her firm, at the time. With that came the addition of new staff members, Tracy and Alicia.
Jennifer’s mission is to provide comprehensive financial coaching to her clients. She wants to be able to assist with strategic tax planning, debt reduction, and legacy planning.
Adviser & Lead Profit First Strategist
I hope you’ll forgive me for being blunt.
I am Jennifer Allen, I’m a CPA, MBA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (301) 524-6335 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
Jennifer Allen, CPA, MBA
- Small Business 100% 100%
- Tax Problem Resolution 95% 95%
- Individuals 80% 80%
- Additional Services 87% 87%
This is a very important message, and I'd like you to read it carefully.Here at Team J Allen & Associates, we have been walking closely with our Frederick business owner clients (and many, many new business owners who have been reaching out) to cut through the...