Overview
Alison has more than 35 years of experience handling complicated personal taxes, including trust tax returns, estate income tax returns, and deceased taxpayer work for high net worth individuals. Prior to joining Aprio, Alison spent eight years with a Big Four firm, providing an array of tax planning and strategies, including trust tax returns and deceased taxpayer work across multiple practice areas.
Experience
She specializes in providing tax planning and compliance assistance to high net worth individuals and family groups with alternative investments and multi-state tax filing requirements. Alison’s experience spans capital venture funds, and individuals and businesses living or operating outside of the U.S. She enjoys working directly with her clients, who range from young adults to retirees.
Alison was named one of Washington Magazine’s Spring 2023 Top Tax Accountants.
Education & Affiliations
Alison earned her Bachelor of Science in Accounting from Carroll University. She is a member of the AICPA and MACPA, and serves on the Washington D.C. Estate Planning Council.
Insights
