Alison is a Tax Specialist at Sequoia Tax Services, where she helps clients navigate tax complexity as part of an integrated wealth management experience. With more than two decades of accounting experience, she contributes to the preparation of individual, business, and trust tax returns and projections, ensuring the research, data gathering, and presentation materials behind each one are thorough and delivered on time.  

Alison’s path into accounting started with a mentor who saw in her the makings of a strong business mind and encouraged her to build on that foundation. That grounding shows in how she works today: with a strong sense of ownership, a focus on doing right by clients and the firm, and a commitment to being the kind of dependable resource clients can rely on to move confidently toward their goals. She brings positive energy to every interaction and takes pride in being a teammate others can count on.  

Alison holds the Certified Public Accountant (CPA) designation and is a member of the Ohio Society of CPAs. She earned her MBA in finance from Otterbein University and her BSBA in accounting from Ohio University.   

Alison lives in Worthington, Ohio. She and her husband have three daughters and two dogs. Outside of work, she enjoys spending time with her family, walking with her husband and their dogs, playing pickleball, doing yoga, and reading.