Cause IQ vendor profile

Allied Tax Planners


Allied Tax Planners is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Allied Tax Planners clients are health and disease research fundraising organizations, professional and management development training, other schools and instruction, individual and family services, promoters of performing arts, sports, and similar events, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $7,797 to $256,109.

Primary location:
Pleasanton, CA
Clients in:
CA
Identified clients:
48
Avg client size:
$119 thou revenue
Median client size:
$14 thou revenue

Allied Tax Planners client list

  Name Type Location
1 Austin Hooper Foundation 501(c)(3) San Ramon, CA
2 Karlsson Foundation for Psychoanalysis 501(c)(3) Campbell, CA
3 Risk Free Business Foundation 501(c)(3) Seattle, WA
4 Ming and Liu Foundation 501(c)(3) Concord, CA
5 Data for Betterment Foundation 501(c)(3) Mount Pleasant, SC
6 Center for Lyme Action 501(c)(4) Washington, DC
7 The Fiato Family Foundation 501(c)(3) Lincoln, CA
8 The David and Susan Snyder Family Foundation 501(c)(3) San Ramon, CA
9 Quercus Symbiosis Foundation 501(c)(3) Potter Valley, CA
10 Speechskills Foundation 501(c)(3) San Francisco, CA
... and 38 more Allied Tax Planners not-for-profit tax-exempt clients identified by Cause IQ

Allied Tax Planners competitors

Competitors to Allied Tax Planners in the nonprofit sector include Temen Kaiser and Cameron CPAs LLP, Yi Accounting Inc, Jeroyaf Accounting Group, Indiana Farm Bureau Inc, Midamerica Admin and Ret Solutions, Lewis and Co CPAs PC, Fischer Ritchey LLP, Brian T. Kelly CPA and Associates, Barry M Strauss Assoc Ltd, and Koerner and Koerner PA.

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