Our Story & History
When Brad Haupt, our company founder, started out selling investments in Public Storage mini warehouses in the 70’s, he was frustrated by how many potential investors told him “That sounds like a good idea Brad, let me talk to my tax guy first.” He wondered “Why is their tax guy so important that they can’t make any decisions without him?”. He decided to look into the tax consequences of investments a bit further than the basic training most brokers get, and realized it was very important, and that a broker that didn’t understand tax consequences could cause financial harm without realizing it.
Brad decided that to serve his clients effectively, advisors should be experts in taxes and investing. He founded Allied Tax Planners in 1979. A company where your financial advisor and tax preparer always work seamlessly together, because they are the same person! Since then four of Brad’s sons have joined the company and strived to help individuals solve their money problems.
Bradley Haupt / Founder, EA, RR
Our founder, Bradley Haupt, is one of the California Bay Area's most seasoned experts on tax and personal finance. He has been a guest on radio shows, president of the Bay Area Enrolled Agents chapter, and taught classes on accounting and deductions for business owners speaks for many years. He has been preparing tax returns for nearly forty years, and helping people invest their money for even longer. He is one of the most experienced preparers in the bay area of tax exempt charitable foundations.
As a longtime scoutmaster, he is also proud to have had all five of his sons become Eagle Scouts, and four of them join the family business! He has recently taken to turning the stories he used to make up for his kids into books, and has already published one! You can see more about it here or buy them here.
Check the background of Bradley on FINRA’s BrokerCheck.
Andrew Haupt / EA, RR, IAR
Andrew Haupt has been preparing taxes since 2005, and prides himself on taking good care of his clients. He tries to always put himself in his client’s shoes when making business decisions; and his many long term clients show how it’s kept them satisfied.
When not trying to help people solve their tax and financial problems, Andrew loves playing with his two young daughters, volunteering his expertise to help people who can’t afford professional advice, playing games online with his friends, and practicing to improve his skills in Archery and Japanese.
Check the background of Andrew on FINRA’s BrokerCheck.
David Haupt / EA
David Haupt has been in the tax profession since 2012. He enjoys working with his father and brothers in the family business. He loves to meet new people, which always makes his clients feel at ease and comfortable when talking to him. He genuinely cares about his clients and wants to help them make the best financial decisions.
When David is not servicing clients, he enjoys spending time with his wife and three children. He is always up for an adventure; whether it be going out on his motorcycle, camping and hiking with the family, or volunteering his time to work with young men to achieve their Boy Scouting goals. He is fluent in Spanish.