Allyson Baumeister

Overview

Allyson's business and industry knowledge allows her to serve clients of all sizes, maintaining a primary focus on business tax and consulting. She provides clients with creative resolutions for technical tax issues and clearly interprets proposed and existing tax law. Moreover, her thorough experience with family-owned businesses, individuals, trusts, and estates allows her to come alongside clients as they navigate change, build sustainable business value, and increase 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, before joining CLA in 2001. Her extensive tax experience bolsters CLA's talented staff and cultivates client relationships and makes her an invaluable member of 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

Education

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

In the community

  • Past 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