STRATEGY IS A COMMODITY
EXECUTION IS AN ART
Jelena S. Allen - Orange County CPA
Jelena S. Allen is a Certified Public Accountant and 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. She also works heavily with referral clients needing IRS and other governmental unit tax representations.
In light of today's litigious climate and ever changing economy, Jelena has spent the last 10 years assisting attorney's in providing business valuation 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 long-term professional relationship with your advisors, then Jelena will be the right fit for your team. Peruse the services she offers above to see if a consultation makes sense for you. She looks forward to hearing from you!
23881 Via Fabricante
Mission Viejo, California 92691
Tel: (949) 766-2741
8:30am - 5:00pm