Who We Are

Our Team

Allison Duffy, CPA MST

Allison has over 17 years of experience in tax and accounting, serving in public accounting for nearly a decade and internally in a corporate tax department, serving as the number two in tax for a multinational corporation with an annual revenue of a billion dollars. She has been licensed by the State of California as a Certified Public Accountant since 2009. Allison holds a Masters of Science degree in Taxation from Boise State University, and Certificate in International Taxation from Golden Gate University. She has also had a series of tax research articles published by LexisNexis.

Allison is passionate about education, entrepreneurship and serving her community. As a lifetime learner Allison has continued to stay connected to the problems of small business owners by being a Quickbooks ProAdvisor and is currently learning how AI can become more accessible her clients to leverage efficiencies in workflows.

In her downtime, Allison enjoys rennovating her home in Scotts Valley with her son and expanding the Duffy Family Farm, currently housing, 12 chickens, 1 duck, 2 rabbits and 3 cats.