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Welcome to William Allan, LLC
Our firm specializes in:
- Investment Management
- Income Tax Planning & Preparation
- General Accounting Services
As an independent, fee only investment advisor we will manage your investments no matter what type of account they’re in, as well as assist with 401K rollovers and any other issues you have with your investments.
We will also prepare your income tax return, both federal and state, and provide tax-planning advice throughout the year. No tax issue is too complex, and if you own your own business we can help you with local tax issues, such as the City of Los Angeles AB63 Tax Enforcement Program.
As accountants, our general accounting services are ideal for small businesses. Quickbooks is our application of choice, and if you’re a start up we can get your accounting records off on the right foot, and if you’ve been in business for a while we can clean up your accounting and set a new course.
Our mission is simple…
To see you achieve your financial goals.
We look forward to the opportunity of earning your business, so please come inside to learn more about our firm.
