Get in touch
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. *
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.
* Tax and accounting services performed by Jason C. Crawshaw, CPA
