Allison Duffy, CPA is a boutique tax firm in Capitola, CA, specializing in tax preparation and bookkeeping for service-based S corporations earning $2-5 million annually.
Allison Duffy, CPA (Allison Duffy, An Accountancy Corporation) is a boutique tax firm in Capitola, CA. Founded by Allison Duffy, CPA since 2009 with a Master's degree in Taxation, the firm focuses on multistate service businesses earning $2-5 million annually.
Allison works with clients who want a strategic partner, not just a tax preparer. Her technical work has been published by LexisNexis. The firm provides virtual tax preparation and cloud-based bookkeeping services using Zoom, Truss, and QuickBooks. They recently restructured and now partner with DCI Accounting Group for expanded services.
Licensed CPA since 2009 with Master's in Taxation
Technical work published by LexisNexis
Boutique firm focused on S corporations
Fully virtual/cloud-based services
Strategic partner approach, not just tax preparation
Services
Tax Preparation
Virtual annual tax preparation services for businesses, individuals, not-for-profits and trusts. Includes federal and state income tax, sales tax compliance, quarterly estimated payments, and miscellaneous filings.
Cloud-based bookkeeping services including payroll and sales tax compliance. Partnered with DCI Accounting Group for comprehensive financial solutions.
Specialized services for S corporations including reasonable compensation strategies and tax planning for multistate service businesses.
S Corp Tax PlanningReasonable Compensation
Credentials & Certifications
CPA - Licensed since 2009
Since 2009
Master's Degree in Taxation
Reviews
Rating
5
★★★★★
Reviews
11
"I highly recommend Allison as CPA for business and personal taxes."
Frequently Asked Questions
What type of clients does Allison Duffy CPA work with? +
The firm focuses on multistate service businesses earning between $2-5 million annually. Allison works best with clients who are ready to delegate, value accuracy, and want a proactive approach to tax planning.
Is Allison Duffy CPA accepting new clients? +
As of November 11, 2025, the firm is currently not accepting any new clients.
Where is Allison Duffy CPA located? +
The new office location is 1395 41st Ave, Unit C in Capitola, CA 95010. The office is upstairs in the building with Sage Float Spa.
What services does Allison Duffy CPA offer? +
The firm offers tax preparation for individuals, businesses, not-for-profits and trusts, plus cloud-based bookkeeping with payroll and sales tax compliance. They partner with DCI Accounting Group for expanded services.
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