On this website, you will find information about A&L FINANCIAL SERVICES, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
A&L FINANCIAL SERVICES is one of the leading firms in and throughout the Tri-Valley, Central Valley and Bay Area, CA. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
A&L FINANCIAL SERVICES is one of the leading firms in and throughout the Tri-Valley, Central Valley and Bay Area, CA. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Services
For years, A&L Financial Services has been providing quality, personalized financial guidance to individuals and businesses. We are an Enrolled Agent practice which allows us to effectively deal with the different taxing agencies on your behalf. Our expertise ranges from basic tax management, accounting and payroll services to more in-depth business services such as help with audits, financial statements, and financial planning.
A&L Financial Services provides a wide range of services to individuals and businesses in a variety of industries. We specialize in tax preparation, accounting/payroll service and financial guidance. At A&L Financial Services, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
It's possible there could be additional extensions, so check with your tax advisor for the latest information. Individuals must pay the third installment of 2021 estimated taxes, if not paying income tax through withholding (Form 1040-ES). Calendar-year corporations need to pay the third installment of 2021 estimated income taxes.
Reviews (21)
Carolyn Ellis
Feb 07, 2021
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Cindy D.
Jan 01, 2021
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Over the last 15 years, my spouse and I have worked with countless tax preparers and CPAs. However, we have never encountered anyone as experienced and organized as Dan Hollenback. He is extremely knowledgeable and efficient in how he handles both our business and personal tax returns. I admit filing our taxes is a real pain-in-the-butt due to all the complicated issues, needed clarification and back & forth stuff but Dan handles the pressure well. (Which would seem like a "no brainer" in this industry but I have seen some tax professionals crack). Every time I've emailed Dan
Ana A.
Sep 28, 2020
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Renee H.
Aug 30, 2020
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A family business! My parents started using A&L in 1962, even traveling to meet with them once a year, following my parents retirement out of the area. I have been using them for a few years now and I am nothing but happy with their service. They are attentive, communicative, and very professional. You won't be sorry to give them a try.
Anthony Munoz
Jun 24, 2020
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Stuart C.
Feb 16, 2020
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Nicole M.
Feb 22, 2019
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I used A&L Financial to file past due returns. They were fast, accurate, and reasonably priced. I spoke with both Mike and Cindi. Both were friendly, helpful, and happy to take on the work of 5 years of returns even during the busy tax season. I will definitely be using them for my tax needs in the future.
Michelle O.
Feb 22, 2019
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Connie P.
Jun 04, 2018
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Julia S.
Mar 16, 2018
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K. F.
Feb 27, 2018
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Omar Naweed
Nov 23, 2017
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Shad Roundy
Oct 22, 2017
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ChilledKiwi
Jul 08, 2017
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Vanessa Leung
Jun 17, 2017
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Marissa C.
Feb 20, 2017
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Athena E.
Feb 05, 2017
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Betty D.
Apr 27, 2016
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Great experience! Great service! Amazing staff! I made an appointment and when I arrived my tax preparer was not there but they wasted no time in collecting my info and assigning me another tax preparer. It was fast and painless. Cindy offered me some helpful information as well! I will definitely use them next year!
Diane E.
Jun 17, 2014
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Mark M.
Oct 18, 2013
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We've been having our taxes done at A&L Financial Services for three years. They are fast, thorough, detailed, and courteous ... everything you'd need a tax preparation service to be.
The service is personalized. Michael, our tax preparer, took all the time we needed to answer all of our questions. Where there were alternative filing options, he computed those and advised us of the best choice.
We're very satisfied with the assistance we get at A&L and with the business-like approach we've found there.
The one thing we'd like that we don't get at A &
The service is personalized. Michael, our tax preparer, took all the time we needed to answer all of our questions. Where there were alternative filing options, he computed those and advised us of the best choice.
We're very satisfied with the assistance we get at A&L and with the business-like approach we've found there.
The one thing we'd like that we don't get at A &
Aaron M.
Apr 03, 2013
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