Tax Intelligence
Directed by Hamilton Allman, CPA
Federal, state and local preparation, proactive planning, representation and negotiation, entity considerations, and coordination involving trusts and significant financial events.
Palm Desert and Rolling Hills Estates, California
Accounting for the Desert, the Coast, and the Financial Decisions That Connect a Business to the Life Behind It.
Allman & Allman combines tax strategy, full-charge accounting, controllership, and private-client guidance for Southern California business owners, professionals, families, and trusts.
A firm for connected decisions
The Tax Return, the Business, and the Family Behind It Are Never Separate Stories.
A distribution taken in March changes an estimated payment in June. An entity chosen for convenience determines what a sale is worth years later. A trust funded quietly reshapes a family's filings for a generation.
We look at tax, accounting, business operations, personal finances, trusts and major life events as one connected picture — because our clients live them that way. It begins with trust: current information, sound business practice, a solid ethical platform, and compassion for the people behind the numbers.
BusinessTaxTrusts & EstateFamilyPersonal Finances
Start where you are
What Decision Is in Front of You?
The questions we help you answer
- What will this year actually cost me, and when?
- Is my entity structure still the right one?
- Which decisions should be made before December 31?
Relevant services
Speak with the tax practiceThree integrated practices
Engage One Practice, or Combine Them Into a Coordinated Relationship.
Accounting Control
Directed by Genna Allman, CPA
Full-charge bookkeeping, payroll, accounts payable and receivable, reconciliations, reporting, personal accounting, and controllership for companies that have outgrown bookkeeping.
Business and Private-Client Guidance
Partner-led engagements
Business evaluations, QuickBooks consulting, financial-function improvement, major-purchase evaluation, life-change tax evaluation and financial planning coordination.
Who the firm serves
Situations, Not Categories.
Business Owners
Reliable accounting, tax planning, entity structure, operating decisions and the owner's personal financial picture, connected rather than handled separately.
- Distributions and payroll are set by habit rather than by plan
- The company is growing faster than its financial function
- A transaction, lender or partner requires financials that hold up
Medical and Legal Professionals
Practice profitability, entity structure and personal tax position for practitioners whose business and personal finances are effectively one balance sheet.
- The practice entity was chosen years ago and never revisited
- Partner or associate compensation needs a defensible structure
- Retirement plan contributions and tax posture need coordination
Real Estate Professionals
Transaction timing, holding structure, basis and depreciation for clients whose income arrives in irregular, consequential events.
- A sale or exchange is being contemplated this year
- Properties are held across several entities and states
- Commission income creates uneven quarterly exposure
Executives
Equity compensation, multi-state exposure and personal financial administration for people whose time is the scarcest asset.
- Equity awards vest or are exercised without a tax projection
- Relocation or remote work creates multi-state filings
- Personal bill-pay and recordkeeping need to be delegated with confidence
High-Net-Worth Families
Coordinated tax, accounting and household administration across entities, generations and advisors.
- Several entities, properties and accounts report into one family
- Gifting and succession decisions need tax modeling
- An inheritance or death in the family changes everything at once
Trusts and Private Clients
Fiduciary reporting and trust accounting that keep the legal documents and the financial reality aligned.
- A trustee needs records that would withstand review
- Distributions and beneficiary reporting require accurate basis
- A trust return interacts with personal and business filings
Meet Genna and Hamilton
Built by Two CPAs Who Understand That the Numbers Belong to Real People.
Genna Allman, CPA
Partner, Director of Accounting Services
She discovered her passion for accounting while working for her family's company. As a young adult she worked alongside her father running the business, gaining first-hand experience in both operations and financial management.
She graduated from National University in 2012 with a Bachelor of Science in Accountancy and obtained her license as a Certified Public Accountant in 2015, all while building her own practice.
Hamilton Allman, CPA
Partner, Director of Tax Services
He works with high-net-worth individuals, medical and legal professionals, business executives, real estate professionals and business owners — along with their trusts — to manage their financial affairs and optimize tax results.
His professional experience began in financial consulting and analysis before moving into public accounting, where he worked for premier business management and CPA firms in the greater Los Angeles area. His clientele included many of the biggest names in entertainment, sports and business.
Genna and Hamilton met in 2011 and merged their practices in 2015. They are professional and life partners raising three children, and they built Allman & Allman as a firm where day-to-day accounting and strategic tax planning are never handled by strangers to one another.
Read the full storyThe team
Depth Across Tax and Accounting.
Expand a profile to understand who does the work. Every photograph and title here is the firm's own.
Oscar Rico, CPA
Certified Public Accountant
Shannon Dalton
Accounting Manager
Madison Burns
Jr. Staff Accountant
Joseph Smith
Tax Accountant
Ruben Romero
Staff Accountant
Christian Maldonado
Jr. Staff Accountant
Two offices, one standard
The Desert and the Coast, Served by the Same Firm.
Coachella Valley
Palm Desert
36-953 Cook Street, Suite 104
Palm Desert, CA 92211
Serving Palm Desert, Rancho Mirage, Indian Wells, La Quinta, Indio and the wider Coachella Valley.
Credentials and capability
Verified Signals Only.
California CPAs
Genna Allman and Hamilton Allman are Certified Public Accountants licensed in the State of California; Oscar Rico is a Certified Public Accountant with the firm.
QuickBooks ProAdvisor
A certified QuickBooks ProAdvisor on staff, with a published background of more than 32 years of experience in the platform.
Secure Communication
Encrypted client messaging through the firm's Encyro portal, so sensitive documents never travel through an ordinary web form.
Real Team Depth
Partners, an accounting manager, tax and staff accountants — a bench that covers tax and accounting rather than one practitioner covering both.
Client testimonials and additional professional affiliations will be published here once verified by the firm. We do not publish reviews or statistics we cannot substantiate.