That Create More You Time

Tax Solutions

Welcome to Allegiance Tax Services

Allegiance Tax Services has the knowledge and resources to guide you through tax planning, preparation, and filing, leaving you with peace of mind and more time to focus on what truly matters. Our dedicated team of experts are here to navigate the complexities of tax planning and ensure you get every deduction you're entitled to. We are committed to providing you with exceptional service and results that exceed your expectations. Please contact us to schedule an appointment to discuss your tax preparation and general tax planning needs.

Authorized IRS E-file Provider logo.
Enrolled Agent logo.

Our Services

  • Enrolled Agent discussing tax planning with clients.

    Tax Planning

    We believe in proactive and strategic tax planning. We work closely with you to fully understand your individual or business financial circumstances. We develop a personalized tax strategy that aligns with your financial goals and minimizes your tax liability.

  • 1040 Tax Form with pen and American Flag.

    Tax Preparation

    We offer guidance for all your tax preparation needs. Whether you're an individual looking for help with your personal taxes or a business owner needing assistance with your corporate tax return, we have the expertise to provide you with accurate and efficient tax services.

  • Individual with tax problems holding final notice letter.

    Tax Problems

    Dealing with tax problems can be a stressful experience. Whether you're receiving tax notices, facing an audit, or dealing with a large tax debt, we are here to help. We are committed to assisting you in resolving your tax issues, ensuring your peace of mind.

Jason Dugan, Certified Financial Planner in Montoursville, PA.

“Allegiance Tax Services was established to provide tax services to our clients that better complement their financial journey.”

Jason Dugan, CFP®, AIF®

Owner, Allegiance Tax Services