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Jelena S. Allen – Orange County CPA
Jelena S. Allen is a Certified Public Accountant and a Certified Valuation Analyst with over 20 years of experience in the accounting, tax and business valuation fields. Being a small business owner and sole-practitioner for almost 15 years, she has a desire to help small businesses in the community keep more of what they make through a client-centric proactive planning approach. Her experience covers many facets of federal, state, and local income taxation, with particular emphasis on income tax compliance and planning for closely-held businesses, multi-state corporations and partnerships, and high net worth individuals.
In light of today’s litigious climate and ever changing industry, Jelena has spent the last 10 years assisting attorney’s in providing business valuation services, including various litigation support services for marriage dissolution purposes and shareholder/partner disputes. She also assists non-attorney clients with valuing their businesses for estate and gift tax purposes and succession planning.
If you place a high value on developing a strong professional relationship with your advisors, then Jelena will be the right fit for your team. Peruse the services she offers below to see if a consultation makes sense for you. She looks forward to hearing from you!
Individual Attention, Big Firm Know How
We bring the best of both worlds. You get the knowledge and experience of a big accounting firm but with the attention that you’ll only get at a small firm.Let’s Talk
What Our Clients Have To Say
I would be remiss if I didn’t mention how thankful I am for your expertise and guidance with navigating my tax situation. You have demonstrated highly sophisticated skills and strategies to assist me with my personal and business tax planning – everything from my real estate rentals to multi-state income. You have always made me feel important and not just another transaction. I respect you for your approach to my taxes and ingenious solutions when I have been faced with a problem. Thank you for everything.
We were referred to Jelena by our estate planning attorney for tax help on handling several rental properties we had. We are so glad we worked with her! Not only did she help us with putting together a roadmap to minimize future taxes, she also cleared up a different tax issue by amending our 2011 and 2012 tax returns. Thank you, Jelena, for all of your help and keeping us sane during this process!
Jelena has been my CPA for over 7 years, handling my personal and business taxes. I am thankful for her professional nature and easy-to-approach style. Having made some not-so-smart decisions in the past on which entity structures I’ve used, not closing up an entity the proper way, and having tax problems because of it, she not only fixed the tax problems, but continues to educate me in being a better business owner behind the scenes. I highly recommend her as not only a tax preparer but as an ally who is always looking out for my best interest.
“I first found Jelena when I started my solo law practice in 2005 and was looking for a CPA to work with. Since then, she has been a wonderful partner in the sense that she offered tax advice when I needed it, answered my questions, and continues to help me to make informed decisions about how to address my tax liability as a business owner. When I decided to incorporate in early 2010, it was primarily from my discussions with Jelena about my current and prospective gross income, payroll options, etc. She is truly an expert and incredible resource for small business owners such as myself, and I have recommended her to many of my clients and colleagues as well.”
Superior and creative tax planning ! Highly professional and a pleasure to work with. We at Global Wire Cloth Corp feel privileged to have Jelena S. Allen as our CPA, CVA.