About Allen Associates Fiscal Services, LLC
Allen Associates Fiscal Services is a trusted name in full-service, year-round bookkeeping, payroll, tax prep and other financial services for individuals and businesses. We have been serving the Sumter area for over 30 years.
About Allen Associates Fiscal Services, LLC
Allen Associates Fiscal Services is a trusted name in full-service, year-round bookkeeping, payroll, tax prep and other financial services for individuals and businesses. We have been serving the Sumter area for XX years.
Meet the Team
Kathy Allen
Owner, Tax Preparer, Bookkeeper
Kathy has served two years as the 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.
William A. (Gus) Boyle
Associate
BS in Business Administration, The Citadel. Over 30 years of experience in accounting and preparation of business, fiduciary and personal tax returns.
Lauren Capell
Associate
Lauren Capell moved to Sumter 20 years ago with her family with the Air Force. Having worked in many different industries including working as a Pastry Chef for 12 years, she eventually decided to go back to school to try something new. With a degree in Accounting, 6 years of experience in the industry, and annual continuing education classes for Tax Law, Lauren is our Account Specialist that routinely deals with AP, AR, Payroll, Sales Tax filing, and Quarterly & Annual company filings.