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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| CA | RA | APPROVED | 2014-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Tax Planners | Pleasanton | CA | 12/2006 | Present |
| American Investors Company | San Ramon | CA | 12/2013 | Present |
| American Investors Company | San Ramon | CA | 01/2014 | Present |
ALLIED TAX PLANNERS - NOT INVESTMENT RELATED; 7300 JOHNSTON ROAD, PLEASANTON, CA 94588 - TAX PREPARATION & PLANNING; TAX PREPARER; START DATE 2006; APPROXIMATELY 120 HOURS/MONTH, 100 HOURS DURING TRADING. PREPRATION OF FEDERAL AND STATE INCOME TAX RETURNS FOR INDIVIDUALS AND ENTITIES, REPRESENTATION SERVICES, AND CONSULTATION REGARDING TAX RELATED MATTERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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