Allan has decades of experience leading tax compliance, planning, and advisory services. Before joining Scriba, he was the Managing Director and Head of Private Client Tax Advisory at CPA Consulting (NYSE: CPA), where he built a world-class tax department and worked closely with high-net-worth individuals, family offices, and closely held businesses to provide expert guidance on complex tax strategies.
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Prior to CPA Consulting, Allan served as the Head of a multi-billion-dollar family office, overseeing tax planning, treasury management, financial statement preparation, and charitable giving for over eight years. Allan began his career in public accounting with leading firms such as RSM and CohnReznick. During this time, he partnered with hundreds of clients across a wide range of complex tax areas, including individual, partnership, corporate, trust and estate, SALT, and international taxation, as well as wealth management.
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Allan prides himself on taking a holistic, personable approach, offering attentive service that results in high client satisfaction and referral rates.