Allison Schultz

Senior Accountant


Allison Schultz’s Area of Expertise

  • Individual Tax Services
  • Business Tax Services


Allison Schultz is a senior accountant on the firm’s tax team.  Since joining the firm in 2020, she has been focusing her practice on providing tax services to both individual and business clients. She is skilled at:

  • Preparing and filing complex tax returns on behalf of clients
  • Compiling supporting financial statements and documents
  • Preparing tax returns, payments, and reports
  • Reviewing returns prepared by interns
  • Performing tax research, staying up to date on changes
  • Serving as a coach in the RitzHolman Coaching Program



Wisconsin Institute of Certified Public Accountants (WICPA)



Master’s Degree in Professional Accounting (Tax Emphasis), University of Wisconsin-Whitewater

Bachelor’s Degree in Accounting, University of Wisconsin-Whitewater


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