At Allegiant, we proudly speak “CPA.” In fact, for over nearly two decades we have been associated with independent accounting firms. We work with our clients’ CPA advisors to invest in a tax-sensitive manner, deliver estimates of taxable income, capital gains, and end-of-year summaries. This ensures that advanced tax planning is done in a proper and timely manner.

At Allegiant, we understand the demands and responsibilities placed on CPAs and support them in every way we can. We have earned considerable praise from regional CPA firms as a respected and well-known name within the accounting profession. In fact, no other wealth management firm works so closely with so many accounting firms as Allegiant. We also work closely with our clients’ attorneys and other trusted professionals engaged to protect their assets.