• Client Login
Get Started

More Than Just Numbers—Strategic Finacial & Business Solutions

Expert Accounting, Business Consulting, and Tax Strategy for Growth & Efficiency

Financial success isn’t just about numbers—it’s about strategy, structure, and innovation. We help businesses optimize financial performance, integrate smart technology, and implement proactive tax strategies that drive long-term success. For individuals, we specialize in tax planning, wealth protection, and compliance, ensuring financial security and peace of mind.

Get Started

AI-Powered, Human-Led

We don’t use AI to replace our experts — we use it to give them superpowers. Our firm leverages the latest technology to analyze data faster, uncover tax savings, and automate routine tasks, so we can focus on what truly matters: helping you succeed.

Schedule a Free Consultation

and discover how we can add value to your financial future.

How We Help Businesses

  • Proactive Tax Planning: Reduce your tax liability with smart strategies talored to your business.
  • Financial Clarity & Growth Planning: Get real-time insights to make better decisions.
  • Comprehensive Accounting Support: Ensure accuracy, compliance, and financial efficiency.
  • Payroll & HR Compliance: Streamline operations and avoid costly mistakes.
  • Outsourced CFO Services: Gain access to high-level financial strategy without the full-time CFO cost.
  • Tax Preparation for Businesses: Hassle-free tax filing with a focus on minimizing tax liability.
  • Business Entity & Licensing: Get expert guidance on choosing the right structure and maintaining compliance.
  • Strategy & Transformation: Implement financial strategies to scale and future-proof your business.
  • Business Exit Planning: Plan and execute a successful business transition with expert guidance.
  • Business Technology & Process Optimization: Streamline financial operations with the right tools and automation.
  • Digital Transformation & Business Strategy: Guide businesses through adopting new technologies and growth strategies.

How We Help Individuals

  • Personalized Tax Planning: Keep more of what you earn with expert strategies.
  • Maximizing Deductions & Credits: Identify every tax-saving opportunity.
  • Tax Preparation & Filing: From W-2 Employees to Self-Employed and Investors, We Handle It All.
  • Retirement & Investment Tax Strategy: Optimize for long-term financial growth.
  • Estate & Inheritance Tax Planning: Protect Your Wealth for Future Generations.
  • IRS Audit Representation: We handle the IRS, so you don’t have to.
  • Self-Employed & Freelancer Tax Support: Minimize tax liability while staying compliant.
Schedule a Call

Meet our Founder

Allen Archuleta Jr., MBA, CEPA, CRTP

Allen has been a licensed tax advisor since 2016 and holds an MBA from California State University, Sacramento, along with the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. With over 20 years of experience as an entrepreneur and a strategic advisor, Allen is passionate about helping business owners build financially strong, scalable companies while also ensuring individuals maximize tax savings and protect their wealth.

As a veteran of the US Army, Allen also supports organizations dedicated to empowering veteran entrepreneurs. Having seen too many businesses struggle due to trying to “figure it out” alone, Allen founded his firm to provide proactive tax planning, financial strategy, and advisory services that help business owners create long-term value, financial security, and more freedom in their lives.

Allen believes that every business can thrive with the right strategy, tax-efficient financial planning, and a commitment to solving real problems. His firm is a trusted partner for business owners and individuals seeking expert guidance, smart tax strategies, and a financial roadmap to success.

Testimonials

Hear what our members have to say!

Mr. Archuleta's willingness to share his vast knowledge is incredible. He helped me realize that I hadn't niched down as much as I could. Once he discussed options he even pointed me to another expert in my specific niche and made the introduction. One of the most valuable hours of my life. Thanks!
Casey P.
Your consultation was engaging and informative. You handled all questions and concerns with grace and provided clear, concise answers, and recommendations. Your expertise is greatly appreciated.
Anthony P
After meeting with Allen I feel more assured than ever that I’m destined to create a very successful business. He has “an ease” about him, a flow that’s elevating, trusting, understanding and forward moving. He has a wealth of knowledge that he is open to sharing. It’s crazy the “lingering” empowerment that I still feel after yesterday’s meeting. I’m excited about the direction I’m going in. Thanks Allen.
Valerie F.
Allen is a good listener and easily understood what I was trying to talk about. I say this because I don’t own my own retail business but he offered many insights that were relevant to my proposed business idea. I sincerely appreciated his thoughtful and honest feedback on my biz idea and gave me considerations to think about. Truly appreciate his experience and expertise.
Phan C.
Willingness to pursue help in non-traditional ways to get to a state of yes.
Chris C.
Allen is an amazing person. He is very knowledgeable. He answered all my questions very patiently and explained everything else that I didn't even ask about but needed to know.
Ahmad S.
Everything discussed was clear and to the point. There was no sugar coating of anything, and it was very easy finding our way to a plan of action to move forward. I would definitely recommend this to any friends of mine.
Adam W.
Allen was incredibly knowledgeable, patient, and thorough during our conversation. He provided valuable insights and clear guidance on funding options, loan processes, and business planning. His ability to break down complex topics and offer actionable advice made a significant difference in my understanding and confidence moving forward. I truly appreciated his professionalism and willingness to go the extra mile to ensure my questions were answered.
Mirela H.

Hi, How Can we Help You?

Archuleta Advisory LLC

To contact us please use the form on this page. If you have trouble using the form please feel free to contact us on the numbers below.

  • Privacy Policy
  • Terms & Conditions

© 2025 Archuleta Advisory LLC. All rights reserved.

“Archuleta” is the brand name under which Archuleta Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Archuleta Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.