Andrew Haupt is listed with ALLIED TAX PLANNERS in Pleasanton, CA. The firm’s official team page identifies him as EA, RR, IAR and states that he has been preparing taxes since 2005.

The practice advertises tax preparation, tax planning, IRS and audit representation, tax problem resolution, and financial planning/advisory services. Source facts describe client types that include individuals, business owners, entrepreneurs, and high-net-worth individuals, giving the profile a mix of personal tax and advisory context.

Appointments are described as available in person and virtually. The available source material supports a profile focused on tax services, representation, problem resolution, and related financial planning capabilities.