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 close to 15 years of 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, transfer pricing, and tax planning. 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 the new 20 percent deduction and analysis of how they can benefit from various new tax law changes established by the Tax Cuts and Jobs Act (TCJA). 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.