Wallace Plese + Dreher named Leslie Prichard, CPA and Allison Lynn Dozbaba, CPA as partners, bringing the total number of Firm partners to 15. Leslie and Allison joined the Firm in 2016 as managers. In 2017, they were promoted to senior managers.
Leslie Prichard, CPA has over 15 years of public accounting experience and concentrates on building stronger internal controls and improving financial reporting for Arizona companies. She manages many of the Firm’s most complex audit engagements in manufacturing, technology, distribution, and agriculture. Some of her clients include an industrial recycler, commercial auto dealer, commercial food producer, fuel and lubricant distributor, and aerospace machine shops. Leading the Firm’s employee benefit plan audits, Leslie specializes in defined contribution plans, defined benefit plans, and ESOPs. Using her technical skills and knowledge, she assists third party administrators with plan mergers and terminations and employee benefit plans that have filed with the voluntary compliance program due to administrative errors.
Allison Lynn Dozbaba, CPA has close to 15 years of combined industry and public accounting experience. She provides comprehensive tax planning and consulting to corporations, nonprofits, partnerships, and LLCs. Specializing in corporate taxation and deferred income tax provisions, Allison assists clients with U.S. reporting of their global activities, transfer pricing, and tax planning. She works closely with companies to develop their financial statement tax provision and U.S. federal and state income tax returns. With family-owned, pass-through entities, she educates owners about the new 20 percent deduction and analysis of how they can benefit from various new tax law changes established by the Tax Cuts and Jobs Act (TCJA). As a member of the Firm’s nonprofit team, Allison manages preparation of IRS Form 990s and compiles financial data for tax-exempt organizations, including charities and private foundations. When tax-exempt organizations engage in commercial activity, she evaluates the scope of their exempt purposes that may be considered unrelated business taxable income (UBTI).