MEET ALLISON

MEET ALLISON

Allison is a tax and consulting professional with over nine years of experience working in public accounting, including three years at a Big 4 accounting firm. Allison has experience in all aspects of income taxation for both individuals and businesses, including:

  • Planning,
  • Compliance,
  • Business consulting,
  • Research, and
  • State and local tax.

At Edelstein, Allison advises private medical practices and provides IRS and state representation to high-net-worth individuals and business.

Education

D'Amore McKim School of Business at Northeastern University, Masters of Business Administration, Masters of Accounting

BACKGROUND

BACKGROUND

Allison began her career at Edelstein & Company in 2018. As a manager in the firm’s Healthcare Group, Allison provides consulting, tax planning, and compliance and reporting services for medical groups of all sizes. During tax season, Allison also provides tax preparation services for individuals and trusts.

HOW ALLISON CAN HELP

HOW ALLISON CAN HELP

  • Provide standardization across accounting functions for small & large businesses
  • Offer benchmark metrics and analysis of New England medical practices
  • Register new small businesses and medical practices at the federal and state levels
  • Strategize planning for high-net worth individuals and growing businesses
  • Ensure compliance with foreign reporting
  • Resolve IRS and state notices, including late filing penalties, failure to file, etc.
OUTSIDE THE OFFICE

OUTSIDE THE OFFICE

Allison enjoys gardening and playing pickleball.