Allison Carter

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Allison Carter, CPA

Associate Director of Tax Services

  • Role

    Associate Director of Tax Services

  • Service

    Tax

  • Industry

    Higher Education, Nonprofit & Government, Healthcare, Real Estate

Contact

  • Lexington, KY

  • Direct Line: 859.425.7645

Professional Experience

Allison has more than 12 years of public accounting experience, providing tax compliance and accounting services to a broad range of clients in various industries, including nonprofit, healthcare, higher education, real estate, and tax planning for individuals and their businesses. She has experience with a client base including C corporations, S corporations, partnerships, tax exempt organizations, and high net worth individuals.

Allison also has vast experience with various types of nonprofits, including 501(c)(3), 501(c)(4), and 501(c) (6) entities, from initial organization and formation of the entity to compliance and consulting.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Healthcare Financial Management Association

Community Involvement

  • Bluegrass Community Foundation, BGCF365
  • GleanKY, Finance Committee
  • Leadership Lexington Class of 2019 – 2020
  • Women Leading KY, Treasurer

Education

Bachelor of Science, Accounting and Finance, 2007, University of Kentucky, Lexington, Kentucky