Allison R. Epstein

Allison R. Epstein is a Senior Manager in the Not-for-Profit Services Group with 15 years of audit and accounting experience. She primarily provides audit and assurance services for a diverse group of not-for-profit entities.  

From scientific organizations to social welfare groups, and from theatrical associations to religious entities, Allison's expertise covers a wide range of not-for-profit entities. Her extensive experience also includes working with independent schools, private foundations, and advocacy organizations that drive social change.

Allison takes charge of all phases of audit, including planning, organization, supervision, and review. She is proficient in preparing federal compliance and tax forms, such as Forms 990 and 990-T, and other related federal, state, and local filings. She also performs employee benefit plan audits. Furthermore, Allison's expertise extends to performing employee benefit plan audits.

Prior to joining the firm, Allison worked for a National Accounting Firm where she skillfully managed engagement teams, planned, and conducted audits for nonprofit organizations, and employee benefit plans.