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

At Allen Associates Financial Services, your peace of mind doesn’t end when your tax return is filed. That’s why every tax preparation client receives Protection Plus Executive Membership—providing added protection and support long after tax season.

$2,500 Tax Preparation Guarantee

Your tax return is backed by a preparation guarantee, providing added confidence that your return has been prepared with accuracy and care.

Kathy’s professional background is marked by a successful two-year tenure as the bookkeeper for a prominent enterprise overseeing more than $35 million in financial transactions. In addition, she boasts two decades of experience as a small business owner and manager, during which she proficiently managed a wide array of responsibilities, including bank reconciliations, payroll, bookkeeping, and comprehensive tax filings and obligations.