Insights

Boutique yet capable Leverage the firm’s boutique personalized service combined with larger-firm capabilities to target clients facing complex tax controversy challenges with IRS, FTB, EDD and other authorities.

IRS expertise leverage Highlight the founder’s former IRS agent background to build trust and position as the go-to specialist for IRS dispute resolution and aggressive tax controversy representations.

Revenue growth signals With reported annual revenue in the mid six-figure to low seven-figure range, pursue opportunities with mid-market individuals or SMEs needing proactive tax controversy management and potential high-value engagements.

Digital presence fit Current tech stack includes WordPress and standard analytics tools; appropriate upsell could be enhanced online lead capture, content marketing on tax controversy topics, and retargeting to attract prospects searching for IRS dispute help.

Differentiation play Differentiate on US tax controversy expertise, personalized service, and proven track record to win engagements from individuals and small businesses seeking high-touch advisory with credible credentials.

Allied Tax Advisory Group Tech Stack

Allied Tax Advisory Group uses 8 technology products and services including Calendly, WordPress, Shopify, and more. Explore Allied Tax Advisory Group's tech stack below.

Calendly

Appointment Scheduling

WordPress

Content Management System

Shopify

E-commerce

Google Workspace

jQuery

Javascript Libraries

Pardot

Marketing

Bootstrap

UI Frameworks

Apache

Web Servers

Allied Tax Advisory Group Email Formats	Example	Percentage
First@alliedtaxgroup.com	John@alliedtaxgroup.com	67%
First.Last@alliedtaxgroup.com	John.Doe@alliedtaxgroup.com	33%

Allied Tax Advisory Group Email Formats

Example

Percentage

First@alliedtaxgroup.com

John@alliedtaxgroup.com

67%

First.Last@alliedtaxgroup.com

John.Doe@alliedtaxgroup.com

33%

Frequently Asked Questions

What is Allied Tax Advisory Group's phone number?

You can contact Allied Tax Advisory Group's main corporate office by phone at

+1-818-338-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allied Tax Advisory Group's official website and social media links?

Allied Tax Advisory Group's official website is alliedtaxgroup.com and has social profiles on LinkedIn.

How much revenue does Allied Tax Advisory Group generate?

As of September 2026, Allied Tax Advisory Group's annual revenue is estimated to be $1M - $10M.

What is Allied Tax Advisory Group's SIC code and NAICS code?

Allied Tax Advisory Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Allied Tax Advisory Group have currently?

As of September 2026, Allied Tax Advisory Group has approximately 4 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. O. Explore Allied Tax Advisory Group's employee directory with LeadIQ.

What industry does Allied Tax Advisory Group belong to?

Allied Tax Advisory Group operates in the Accounting industry.

What technology does Allied Tax Advisory Group use?

Allied Tax Advisory Group's tech stack includes Calendly, WordPress, Shopify, Google Workspace, jQuery, Pardot, Bootstrap and Apache.

What is Allied Tax Advisory Group's email format?

Allied Tax Advisory Group's email format typically follows the pattern of First@alliedtaxgroup.com. Find more Allied Tax Advisory Group email formats with LeadIQ.

Allied Tax Advisory Group

Q: How many employees does Allied Tax Advisory Group have currently?

Allied Tax Advisory Group has approximately 4 employees.

Q: What technology does Allied Tax Advisory Group use?

Allied Tax Advisory Group's tech stack includes Pardot, Really Simple SSL & Security, Shopify, Facebook, Really Simple Discovery.

Q: What is Allied Tax Advisory Group's NAICS code?

Allied Tax Advisory Group's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States2-10 Employees

Allied Tax Advisory Group is an accounting firm based in Encino, California, that assists clients with complex tax disputes against federal and state authorities, including the IRS, Franchise Tax Board, EDD, and other taxing authorities. As a small boutique practice, it offers personalized service while leveraging the capabilities typically associated with larger firms. The firm was founded by Shawn Daei, a former IRS agent who brings practical understanding of the tax controversy process to its work.

Its client base includes individuals and businesses facing tax controversy matters. Drawing on Daei's IRS background, Allied Tax Advisory Group provides guidance through the dispute process with an emphasis on thorough, relationship-focused service. By upholding careful standards and close client engagement, the firm positions itself within the accounting field as a practitioner focused on tax controversy.

Insights

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