Working with Our Clients, Not Simply for Them.




Expert Financial Services

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.

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 and business tax preparation
  • Full-service bookkeeping
  • Payroll
  • And more

Go to our Services page or get in touch to find out how we can help you.

Kathy Allen

Kathy Allen: Owner, Bookkeeper, Tax Preparer

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.

See our calendar and book an appointment today with Allen Associates Fiscal Services.