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Paul Allen, CFP®, MQFP®, EA opened PIM Tax Services in 2015, dedicated to providing quality affordable tax preparation service to active duty, retired, and Reserve servicemembers. I earned Enrolled Agent status (the highest tax credential awarded by the Treasury Department) in January 2016. PIM has now grown to seven tax professionals, employing 6 military spouses. It is important that all our preparers understand military culture.

I was born and raised in Ohio, making me a die-hard Buckeye and a long-suffering Browns fan. I enlisted in the US Navy in 1987, was commissioned in 1995, and retired from active duty in 2010. Somewhere in there, I managed to find and marry the perfect girl (Tade) and have 3 children. During my Navy career, I served at sea on submarines, an aircraft carrier, and a high-speed catamaran. Ashore I served tours stateside, in the middle east, and east Africa. It was a blast, but it was time to move on.

Since retiring from active duty, I have pursued ways to improve the financial well-being of military and veteran families. I attained the Certified Financial Planner Professional® certification. I am co-owner of a financial planning firm. I am a founding member of the Military Financial Advisors Association and the Military Tax Experts Alliance. I am director of the Military Qualified Financial Planner-MQFP® certification program. Since 2019 I have been director of the CFP Board-Registered Education Program at Regent University. I also teach as an adjunct professor of financial planning in the program.

Paul Allen
Paul AllenEA, CFP®, MAFPL