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Robert J. Allen, CPA

© Thomas P. Kennedy/Rill Song Studios, 2021

Robert J. Allen, CPA

Robert J. Allen has been with the firm since it was founded in 1984 and has been a shareholder since 1991. Robert has 30 years of experience in a variety of practice areas including audits of housing authorities, low-income housing tax credit projects, and non-profit organizations as well as personal tax, corporate tax, and estate tax planning.

Robert is involved in the local community as a member of the Saugerties Kiwanis Club and has served on several Boards and committees as well as coaching little league and youth soccer.

Professional/Industry/Community Affiliations:

  • New York State Society of Certified Public Accountants (NYSSCPA) – Member
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Saugerties Kiwanis Club – Member
  • Saugerties Power Boat Association – Member

Education:

  • Siena College, Bachelor of Business Administration

Licenses / Certifications:

  • Certified Public Accountant, New York
  • FINRA Series 7 and FINRA Series 66 Licenses
  • New York State Life and Health Insurance License
  • 1st Global Capital Corp. – License, Registered Representative
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