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.
Individual & Business Tax Preparation
Full-Service Bookkeeping
Our Financial Professionals
Meet The Team
Kathy
Gus
Lauren
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.
Contact Us
Mon Tues Thurs Fri 9 – 5
Wed 9 – 12
Tax Season Weekend Hours 10 – 2
Outside Tax Season Weekends Closed