Working with our clients, not simply for them.

Financial Services & Bookkeeping in Sumter, SC

Working with our clients, not simply for them.

Who We Are

Allen Associates Fiscal Services, LLC, offers professional financial and bookkeeping services in Sumter, SC, and surrounding South Carolina areas. Some of our specialties include individual and business tax preparation, bookkeeping, payroll, notary services, and many other financial services to guide you through the process and make sure all of your financial documents are completed quickly and thoroughly.

Allen Associates Fiscal Services, LLC

Full-Service Financial Assistance

Get financial and bookkeeping assistance from licensed and certified tax professionals with decades of experience and a knack for helping others.

Our Financial Professionals

Meet The Team







Ms. Kathy Allen: Owner Bookkeeping, Payroll, Tax Preparer

Kathy has served two years as the full charge bookkeeper at a large public school with a budget exceeding $5 million annually and approximately $30 million additional federal funding. Her responsibilities included accounts receivable, accounts payable, payroll, budget management, and federal funds management.  She worked closely with CPAs on the preparation of audits and tax filings. Also, she has 20 years of experience as both owner and manager for small businesses where she handled bank reconciliations, payroll, bookkeeping, and all tax filings and liabilities. She has seven years of experience in commercial banking and loan services. Her educational background is in accounting with the University of South Carolina.

"Best tax and accounting firm in Sumter!"

Client Testimonials

Contact Us

Get in touch with us to learn more about our financial services in Sumter, SC, or to receive a free consultation today!

Mon Tues Thurs Fri 9 – 5

Wed 9 – 12

Tax Season Weekend Hours 10 – 2

Outside Tax Season Weekends Closed