What Allen Barron does

Allen Barron, Inc., together with its affiliated law corporation Janathan L. Allen, APC, is a privately held integrated professional services firm headquartered in San Diego, California. Founded in 1995 by Janathan L. Allen and operating alongside co-principal Richard C. Barron, the firm delivers tax, legal, accounting, and business advisory services to U.S. business owners, high-net-worth individuals and families, U.S. expatriates, and companies with cross-border operations. Service delivery is organized around four practice areas — Tax Services, Legal Services, Estate Planning, and Accounting Services — augmented by Business Consulting & Planning, with niche capabilities in IRS audit representation, cryptocurrency taxation, FBAR/FATCA compliance, and IRS Voluntary Disclosure Program work.

The firm operates without a proprietary technology platform; delivery relies on professional expertise, integrated cross-discipline methodology, and coordinated engagement rather than a software product. Revenue is generated on a fee-for-service basis through direct client engagements, with scope and pricing determined per matter; the firm does not publish rates or standardized pricing. Distribution is primarily direct via toll-free phone, website contact forms, and a client portal, supplemented by content marketing (blog, ABCast podcast, "The American" magazine articles) and referrals from its IR Global network membership, which provides access to 155+ jurisdictions and 70+ practice areas. The firm is founder-owned and operated, with no external funding or parent company.

Name

Allen Barron

Legal name

Allen Barron, Inc.

Website

https://allenbarron.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Allen Barron is a privately held, San Diego-based integrated professional services firm delivering tax, legal, accounting, and business advisory services to U.S. business owners, high-net-worth individuals and families, U.S. expatriates, and international clients through fee-based engagements.

Ownership category

akta.pro rank

Product category

Integrated Tax, Legal, Accounting & Business Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Lawyers (541110), Offices of Certified Public Accountants (541211), Other Legal Services (54119)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Legal Services (8111)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax advisory services
• Legal services
• Estate planning
• Forensic accounting
• Business consulting

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Professional Services Fees: Allen Barron generates revenue through fees for integrated professional services including tax planning and preparation, legal representation, accounting services, forensic accounting, fractional CFO services, estate planning, and business consulting. Services are delivered on a client engagement basis with fees based on complexity and scope of work.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Allen Barron provides integrated tax, legal, accounting, and business advisory services delivered through two entities: Allen Barron, Inc. for tax, accounting, and business advisory, and Janathan L. Allen, APC for legal services. The practice covers domestic and international tax planning, estate planning, business formation and transactions, forensic accounting, fractional CFO services, and IRS/state tax controversy representation for both individuals and businesses.

Product overview

Allen Barron offers an integrated professional services platform combining tax, legal, accounting, and business advisory services. The core offering is a unified approach where these four disciplines work together rather than as separate services. Tax Services provides domestic and international tax planning, IRS audit representation, and cryptocurrency investor services. Legal Services (via Janathan L. Allen, APC) covers business formation, transactions, litigation, and international business. Estate Planning includes trusts, asset protection, and succession planning. Accounting Services offers fractional CFO, forensic accounting, and internal audits. Business Consulting provides strategy and transaction advisory. The firm also produces the ABCast podcast as educational content. This integrated model is designed to provide clients with coordinated advice across all business disciplines.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive domestic and international tax planning, IRS audit representation, cryptocurrency investor services, expatriate tax services, FBAR compliance, FATCA compliance, IRS Voluntary Disclosure Program assistance, Streamlined Filing Compliance Procedures, and California state tax matters (FTB, CDTFA, EDD).
• Legal Services Full-service legal representation including new business formation and entity selection, business transactions, contract review, corporate governance and compliance, mergers and acquisitions due diligence, commercial litigation, business succession planning, and international business transactions in Asia, Europe, and Latin America. Provided by Janathan L. Allen, APC.
• Estate Planning Estate planning services including living trusts, asset protection, business succession planning, charitable trusts, revocable and irrevocable trusts, QTIP trusts, conservatorship, and trust litigation.
• Accounting Services Comprehensive accounting services including fractional CFO services, forensic accounting, full-service accounting, financial statement preparation, and internal audit services.
• Business Consulting & Planning Business advisory services including business strategy, business plans, buying or selling a business, and critical performance review for U.S. and international businesses.

Quantifiable outcome

• Clients achieve coordinated tax, legal, accounting, and business advisory strategies from a single integrated source rather than conflicting recommendations from separate professionals
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• IR GlobalcoreStrategic or Co-development PartnerIR Global is a multi-disciplinary professional services network consisting of the highest quality boutique and mid-sized firms focused on partner-led, personal service with extensive cross border experience. Allen Barron, Inc. is a member firm represented in 155+ jurisdictions covering 70+ unique practice areas. Allen Barron sponsored IR Global's International Conference held in San Diego in June 2023.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Marks Paneth: Marks Paneth is a New York-based accounting and advisory firm serving high-net-worth individuals and middle-market businesses with integrated tax, accounting, and advisory offerings structurally comparable to Allen Barron.
• Friedman LLP: Friedman LLP is a mid-sized accounting and advisory firm with strong international tax and high-net-worth practices, offering integrated tax, accounting, and advisory services comparable to Allen Barron's integrated approach.
• Schneider Downs: Schneider Downs is a Pittsburgh-based integrated accounting and advisory firm offering tax, audit, and business advisory to mid-market clients, comparable to Allen Barron's integrated professional services approach and similar scale.
• Withum: Withum is a top-30 U.S. accounting and advisory firm providing integrated tax, audit, and business advisory services to middle-market companies and HNW clients, closely aligned with Allen Barron's service mix and mid-market positioning.
• Mowery & Schoenfeld: Mowery & Schoenfeld is a Chicago-area accounting and advisory firm offering tax, audit, and CFO advisory services to small and mid-sized businesses, comparable in size, integrated service mix, and mid-market focus to Allen Barron.
• Lumsden McCormick: Lumsden & McCormick is a Western New York accounting and advisory firm providing integrated tax, audit, and advisory services to mid-market clients, comparable in structure, scale, and integrated service approach to Allen Barron.
• PKF O'Connor Davies: PKF O'Connor Davies is a mid-sized accounting and advisory firm providing integrated tax, audit, advisory, and wealth management services to businesses and high-net-worth individuals, directly comparable to Allen Barron's integrated multidisciplinary model.

Broad incumbents

• BDO USA: BDO USA is a top-10 U.S. accounting firm offering integrated tax, audit, and advisory services with significant international capabilities, representing a substantially larger and broader version of Allen Barron's integrated model with overlapping service lines.
• Andersen Global: Andersen Global is an integrated tax, legal, and advisory member-firm network with international reach analogous to Allen Barron's IR Global model, but operating at substantially greater scale and brand recognition across integrated professional services.
• Crowe LLP: Crowe LLP is a top-10 U.S. public accounting and advisory firm serving mid-market companies with audit, tax, and consulting services, representing a broader and more resourced analog of Allen Barron's integrated service positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AllenBarronInc
• LinkedInlinkedin.com/company/allen-barron-inc
• Instagraminstagram.com/allenbarroninc
• Xx.com/allenbarron

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allen Barron