Carly Allen, CPA, MT

Carly knows that connecting with clients is vital to the foundation of a tax engagement. Her easygoing and positive attitude, along with a keen attention to detail and genuine desire to respond quickly and comprehensively to questions, allows her to not only build but also nurture strong relationships.

Beginning her public accounting career at a global firm in 2008, the core of Carly’s background lies in a variety of private and public funds. She primarily works with mutual funds, ETFs and closed-end funds, including many with intricate tax adjustments and large fund complexes. She also has experience working with hedge and private equity funds.

• Pennsylvania Institute of CPAs
• American Institute of CPAs

Carly lives in Wynnewood, Pennsylvania. Beyond her passion for numbers, she enjoys trying new restaurants and traveling — especially when she can share these experiences and create memories with her son. Carly also has a passion for staying active, weightlifting in her spare time.