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James R. Allan — CPA in Appleton, Wisconsin

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James R. Allan

Certified Public Accountant | Licensed in Wisconsin
0.0 (0 reviews)
Verified Licensed
Appleton, Wisconsin 54913 View on Maps

About James R. Allan

Based in Appleton, Wisconsin, James R. Allan brings over 10 years of experience as a certified public accountant (CPA) serving family-owned enterprises and individuals in the Fox Valley region.

His practice focuses on providing tax planning and consulting services, as well as payroll processing and compliance, tailored to meet the unique needs of small businesses and personal financial situations.

With a specialization in basic accounting services, individual tax services, and business tax services, James R. Allan offers expertise in financial management, tax preparation, and compliance for a variety of industries and business types.

Throughout his career, James R. Allan has also developed a unique understanding of tax regulations affecting family-owned enterprises, ensuring his clients receive accurate and timely guidance on tax planning and strategy.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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Contact James R. Allan

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Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns