Insights

Niche Expertise Allied Tax Advisory Group specializes in complex tax controversy cases, providing tailored services to clients facing disputes with IRS and other tax authorities, indicating an opportunity to expand services in high-stakes tax resolution.

Boutique Approach With a small team of 2-10 employees but a focus on personalized service, the firm appeals to high-net-worth individuals or small business clients needing dedicated and detailed tax support.

Growth Potential Generating between $1M and $10M in revenue, the company shows room for growth, especially through targeted marketing to clients seeking specialized tax advisory and controversy resolution.

Strategic Positioning Leveraging founder Shawn Daei’s IRS background, the firm can differentiate itself by emphasizing expertise and success rate in tax disputes to attract clients with complex tax issues.

Technology Use The adoption of advanced tools like Salesforce Marketing Cloud and reCAPTCHA suggests an openness to digital engagement; expanding online marketing and client outreach efforts could unlock new client segments.

Allied Tax Advisory Group Tech Stack

Allied Tax Advisory Group uses 8 technology products and services including WordPress, Open Graph, JSON-LD, and more. Explore Allied Tax Advisory Group's tech stack below.

WordPress

Content Management System

Open Graph

Content Management System

JSON-LD

Javascript Frameworks

Underscore.js

Javascript Libraries

Salesforce Marketing Cloud Account Engagement

Marketing Automation

Slider Revolution

Miscellaneous

Google Tag Manager

Tag Management

Google Search Console

Web Analytics

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

Where is Allied Tax Advisory Group's headquarters located?

Allied Tax Advisory Group's main headquarters is located at 16130 Ventura Boulevard Suite 380 Encino, California 91436 United States. The company has employees across 1 continents, including North America.

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.

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

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

How many employees does Allied Tax Advisory Group have currently?

As of March 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 WordPressOpen GraphJSON-LDUnderscore.jsSalesforce Marketing Cloud Account EngagementSlider RevolutionGoogle Tag ManagerGoogle Search Console.

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 Shopify, Google Maps, Apache HTTP Server, Priority Hints, Apache.

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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