Partners & Directors
Allison Stevens: Partner
CPA, MBT
As Partner, Allison’s primary role is tax compliance. She reviews tax returns for corporations, partnerships and individuals. She also develops and maintains internal tools and leads staff training sessions. Allison is a Certified Public Accountant with a BBA in accounting from UW-Eau Claire and a Master of Business Taxation from the University of Minnesota.
Personal
What’s your favorite number?
42
What would you be doing if you weren’t an accountant?
World traveler
What’s your current goal outside of Copeland Buhl?
Plan our next vacation.
Areas of Focus (Services)
- Business Tax
- Individual Tax
- Recent Articles
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12/08/2023
FinCEN Beneficial Ownership Reporting
The Corporate Transparency Act from 2021 (CTA) created new reporting requirements that will impact many businesses. Certain companies will need to disclose their beneficial owners through filings with the Financial Crimes Enforcement Network (FinCEN) beginning on January 1, 2024. The...Read More -
12/15/2021
Minnesota Pass-Through Entity Tax
This past summer, Minnesota enacted a new passthrough entity (PTE) tax for years beginning after December 31, 2020. This entity-level tax is considered a workaround for the federal $10,000 state and local tax deduction limitation (SALT limitation) imposed on individuals...Read More -
3/30/2021
IRS Postpones April Deadline
The IRS has postponed the April 15, 2021 deadline for individual taxpayers to May 17, 2021. This covers both the tax return itself (Form 1040) and the payment of any 2020 balances due. Minnesota has also pushed back the due...Read More - View Blog