Business tax planning
Multistate tax compliance
Research and development (R&D) tax credits
Northern Arizona University, Bachelor of Science, Accounting
Certified Public Accountant - State of Arizona
Allison has over 15 years of combined industry and public accounting experience. She provides comprehensive tax planning and consulting to corporations, nonprofits, partnerships, and LLCs. Specializing in corporate taxation and deferred income tax provisions, Allison assists clients with U.S. reporting of their global activities and transfer pricing. She works closely with companies to develop their financial statement tax provision and U.S. federal and state income tax returns. With family-owned, pass-through entities, she educates owners about benefiting from various new tax laws. As a member of the Firm’s nonprofit team, Allison manages preparation of IRS Form 990s and compiles financial data for tax-exempt organizations, including charities and private foundations. When tax-exempt organizations engage in commercial activity, she evaluates the scope of their exempt purposes that may be considered unrelated business taxable income (UBTI). Most of all, Allison enjoys developing lasting relationships with her clients and helping them meet their short and long-term goals.