Jeremy M. Allen, CPA, MST

Principal

jallen@walzgroupcpa.com

P: 717.392.8200

C: 717.419.8001

Jeremy joined the Walz Group after working in the tax division of a large national accounting firm. As a Principal, he provides leadership within the firm’s Tax Planning and Reporting Division. Some of his responsibilities include scheduling client work, supervising staff and managing the quality for tax services/products.

Jeremy supports clients in all types of industries and prepares complex returns for both businesses and individuals.

Areas of Expertise

  • Tax planning and reporting for: corporations, S-corporations, limited liability companies, partnerships and sole proprietors
  • Multi-state taxation
  • International taxation – specifically Canada
  • Sales and use tax
  • Tax planning
  • Tax planning and reporting for professional athletes
  • Refund claims from prior periods / Appeals of assessment from various jurisdictions
  • Speaking / Presenting seminars on various topics to both civil and professional groups

Education, Certifications & Professional Affiliations

  • Messiah College – Bachelor of Science in Accounting
  • Villanova University – Masters in Taxation
  • Certified Public Accountant in Pennsylvania
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Pennsylvania Institute of Certified Public Accountants (PICPA) – Executive Committee Member, SC Chapter

Community Involvement

  • Board member (Treasurer) – Lititz Area Mennonite School (LAMS)
  • Participates in mission trips around the country and abroad
  • Young adult group leader for church

INTERESTING FACT

Jeremy has been on a mission trip to Haiti, where he slept on a roof for an entire week.