Profile
Warner Allred Tax Solutions
ListedTax Planning and Tax Services for Retirees, Individuals, and Small Businesses
About
About
Warner Allred Tax Solutions is a Madison, Connecticut tax and wealth planning firm serving retirees, individuals, and small businesses. The firm focuses on simplifying tax planning and tax preparation, with a team led by Matthew Allred, CPA.
The firm describes its approach as broader than simple tax filing, combining tax planning and wealth planning to help clients think through deductions, credits, capital gains, income timing,…
Warner Allred Tax Solutions is a Madison, Connecticut tax and wealth planning firm serving retirees, individuals, and small businesses. The firm focuses on simplifying tax planning and tax preparation, with a team led by Matthew Allred, CPA.
The firm describes its approach as broader than simple tax filing, combining tax planning and wealth planning to help clients think through deductions, credits, capital gains, income timing, and tax-advantaged accounts. Its listed services include tax services, tax planning, and help with IRS notices and audits.
Clients can work with the firm through in-office or remote service formats. Source materials also note office locations in Madison and Shelton, Connecticut, and describe support for filing questions, tax deadlines, and planning conversations.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Service areas
Service areas
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