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Timothy Allen, CPA

See Beyond the Numbers

Certified public accountant in San Jose, CA (show on map)
Google 5.0
★★★★★
2 reviews

Tim Allen, CPA is a San Jose, California accounting firm offering tax preparation and financial planning services for individuals and small to medium-sized businesses.

Call (408) 371-8059
Navigate to Visit website
Timothy Allen, CPA website

About

If you are looking for a blend of personal service and expertise, you have come to the right place! Tim Allen, CPA offers a broad range of accounting and tax services for business owners, executives and independent professionals.

Their rates are affordable, experienced and friendly. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Blend of personal service and expertise
Affordable rates
Experienced and friendly staff
Professionalism, responsiveness, and quality
Comprehensive financial services year-round, not just at tax time

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Risk management Investment strategies Goal setting

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.

Social Security optimization Retirement plan evaluation Budget planning

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Trust administration Gift tax strategies Business succession planning

Wealth Management

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets.

Income preservation Asset growth Distribution planning

Small Business Accounting

Comprehensive accounting services for small to medium-sized businesses.

Financial reporting Business advisory

Bookkeeping Services

Ongoing bookkeeping to keep your business finances organized and accurate.

Record keeping Financial organization

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Google
Rating
5
★★★★★
Reviews
2
"They always do great work, timely, and responsive."

Frequently Asked Questions

What services does Tim Allen, CPA offer? +

Tim Allen, CPA offers personal financial planning, retirement planning, estate planning, wealth management, small business accounting, bookkeeping, and tax preparation services for individuals and businesses.

Where is Tim Allen, CPA located? +

Tim Allen, CPA is located at 6155 Almaden Expressway Suite 410, San Jose, CA 95120.

What are the firm's core values? +

The firm provides outstanding service to clients because of dedication to three underlying principles: professionalism, responsiveness, and quality.

Contact Timothy Allen, CPA

Timothy Allen, CPA
Category
Certified public accountant
Wheelchair Accessible
Call (408) 371-8059

Opening Hours

Monday
09:00–17:00
Tuesday
09:00–17:00
Wednesday
09:00–17:00
Thursday
09:00–17:00
Friday
09:00–17:00

Location

Location of Timothy Allen, CPA, 6155 Almaden Expy suite 410, San Jose, CA 95120 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Timothy Allen, CPA?

Reach out today to schedule a consultation.

(408) 371-8059

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