Skip to content

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


  • 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

Lake Katrine Office Temporarily Closed

The Lake Katrine office location will be temporarily closed for the next few months due to office renovations. All Lake Katrine employees can still be reached at the LK phone number, email and other office locations! Thank you for your patience & looking forward to serving you from our newly updated office space!

Map of Qualified Census Tracts (QCTs)

  • Move map to NY and scroll to zoom in
  • Under Map Options select “Color QCR Qualified Tracts”