At Warner Allred Tax Solutions, we specialize in simplifying the complex word of tax planning, especially for retirees. Our team, led by Matthew Allred, CPA, provides a comprehensive approach to managing your tax preparation with expertise, precision, and care.
Delivering excellence with over 30 years of industry experience.
Maximize your savings with the best tax strategies for your retirement.
Exceeding expectations to ensure 100% client satisfaction every time.
James Warner, CFP®, and Matthew Allred, CPA, founded their tax business with a clear vision: to provide clients with a truly comprehensive approach to wealth and tax planning. Recognizing that financial success goes beyond simple tax preparation, their combined expertise ensures that every client receives thoughtful, tailored solutions designed to pursue financial growth and stability.
Tax Planning Strategies involve deferring income, maximizing deductions and credits, managing capital gains, and using tax-advantaged accounts to minimize tax liabilities.
Don't forget upcoming tax deadlines! Stay on top of filing dates to avoid penalties and ensure timely submissions.
Let our reliable tax professionals prepare your state and federal tax returns
Discover personalized strategies to mitigate tax liabilities and maximize retirement efficiency.
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Our clients appreciate the personalized tax strategies that help them save money and stay compliant. Their satisfaction reflects our commitment to delivering expert guidance and maximizing financial benefits. Each positive outcome reinforces the trust they place in our services
Thanks to their expert tax advice, I saved more than I expected this year. Their team made the whole process easy and stress-free!
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We have two convenient and handicapped-accessible offices.
869 Boston Post Road
Suite 202 Madison, CT 06443
1 Enterprise Drive Suite 105
Shelton, CT 06484
Monday - Friday 8:30 AM – 4:30 PM