Alison Olsen, CPA
Partner at Aprio | I provide tax planning and compliance assistance to high net worth individuals and family groups with alternative investments and multi-state filing requirements.
Who I work with
I provide tax planning and compliance assistance to high net worth individuals and family groups with alternative investments and multi-state filing requirements. I also assist clients with trust and estate income tax filings and planning.
My specialty
I have more than 35 years of experience handling complicated personal taxes, including 8 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. My experience spans capital venture funds, and individuals and businesses living or operating outside of the U.S. Whether answering specific client tax questions, or overseeing return preparation, I enjoy working directly with clients, who range from young adults to retirees, to create optimized tax strategies that help them achieve their ‘next.’
Results I have delivered
I was named one of Washingtonian Magazine’s Spring 2023 Top Tax Accountants.
Unique things about me
I was born in Bermuda and lived there for seven years before moving to Wisconsin.
When I am not at work
I enjoy reading British murder mysteries and traveling with my husband by plane, train, automobile, or ship!
People say I am
Responsive, knowledgeable and a good listener.
Affiliations
I have a Bachelor of Science in Accounting from Carroll University in Wisconsin, where I graduated Magna Cum Laude. I’m a member of the AICPA, MACPA and Washington D.C. Estate Planning Council. I am honored to have served as the Past Chair of the Board of Governors of a Maryland independent K-8 school, where I served for nine years as a Board Member and 20 years on the Finance Committee.