Tax Professionals
Kay Anthony, CPA
Kay Anthony, CPA, is the founder of Alison Tax Services, LLC Tax Services and has worked with Stephen for many years specilaizing in individual
and partnership tax returns as well as general tax consulting and group
retirement plan administration. She works in conjunction with
Alison, LLC's Group Retirement team to provide unique insite into
retirement plans.
Kay is a graduate from the University of Oregon, and has
worked in public accounting and retirement plan administration
for 33 years. Among those years, she counts extensive experience as a
third party administrator (record keeper) for qualified retirement
plans.
Kevin Bullock, CPA
Kevin Bullock, CPA graduated from the University of Oregon with degrees in Business Administration and Accounting. His work experience includes a background in operations management and consulting in addition to his 17 years of combined public and private accounting.
As a professional, Kevin's has experience in individual, business and nonprofit taxes, and consulting with small businesses and nonprofit organizations. He has a thorough knowledge of Quickbooks, and has helped many organizations produce more useful reports that help them make better decisions. His talents also include improving internal controls, budgeting processes, accounting systems, and financial reporting to decision makers.
In his spare time, Kevin loves to spend time cooking, and investing in his wife and four children. His family is also very active in serving their local community, striving to strengthen the children, marriages, and families around him.
Bookkeeping
Susie Nation
Susie Nation is the receptionist and bookkeeper for
Alison, LLC, greeting clients and visitors alike with warmth as they
come through our door. Susie also provides bookkeeping services both in
house and to our clients. She also provides valuable services to
Alison, LLC by answering phones, setting appointments, and providing
customer service.
Susie graduated from Pleasant Hill High
School and worked for thirty years in various positions such as office
administration, bookkeeping, payroll, human resources and customer
service.