Allyson Baumeister


Bachelor's of business administration graduating magna cum laude from Texas A&M University, College Station, Texas


Allyson works for businesses of all sizes, maintaining a primary focus on business tax and consulting. She provides her clients with creative resolutions for technical tax issues and clearly interprets proposed and existing business tax law. Moreover, her thorough experience with trusts and estates allows her to deftly guide clients through the complicated legislation and the intricate processes involved in compliance, maximization of returns, and sustaining business and family wealth.

She first gained knowledge and experience working for several years in a national firm, in a small firm environment, and in solo practice. She was also a partner in a regional legacy firm for 15 years prior to joining CLA. Her extensive tax experience bolsters CLA's talented staff and cultivates client relationships and makes her an invaluable member of the professional and civic communities.

Technical experience

  • Privately held businesses
  • Business taxation and consulting
  • Manufacturing and Distribution business consulting
  • Individual, trust and estate taxation
  • Mergers and acquisitions
  • Strategic business planning
  • Business continuation, succession planning, and exit strategies

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

  • Chair - Fort Worth Chamber of Commerce
  • Past Chair - Texas Society of CPAs
  • AICPA Council
  • Past Board - AICPA Council
  • Junior League Fort Worth Finance Council Sustainer Advisor 
  • Faith Presbyterian Church Member/Elder