About

We’re Allen + Koe.

We dependably take the guesswork out of tax and accounting services for businesses + individuals, saving them time, effort, and aggravation.

We recognize that successfully fulfilling each client’s unique needs depends on tailoring our services and assembling an integrated suite of relevant technologies + solutions.

As down-to-earth, approachable tax gurus, we promote your peace of mind with calm efficiency, bringing tranquility + harmony to your financial universe.

Our fastidious attention to detail + unwavering commitment to staying up-to-date on the tax code helps you stay informed, reduce risk, and avoid pitfalls.

Our holistic + thorough approach brings you comfort, confidence, and control.

We collaborate with a diverse community of businesses, organizations and individuals to remove the guesswork from managing their finances. We invest as much thoughtful effort — and fastidious attention to detail — into your financial paperwork as we do into our own, with the express goal of saving you time, effort, and aggravation.

Through accountability + transparency, we pursue business, relationships and results in what we believe to be a better way, a smarter way, and a more honest way.

We take seriously our responsibility of tailoring our services to fulfill each client’s unique needs. In that spirit, we’re continually upping our game through continuing professional development, and expanding our expertise across a comprehensive buffet of applications and tools. Providing the best result meeting your needs includes investigating and assembling an integrated suite of relevant solutions, based on your goals, current technology, and best-practice thinking. 

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Taxes can be intimidating, but we’re not.

As partners we work to empower businesses and individuals with the tools and expertise to accomplish their business + financial management goals. We earn trust by delivering results as promised, while providing only as much as you need to know, in a simple, no-nonsense format that doesn’t overwhelm. We enable you to stay informed, reduce your risk level, avoid pitfalls, and rest assured that everything is under control. We partner with all clients to traverse a path of continuous learning, improvement, and engagement.

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Jessie Allen

Partner
Photo of Peter Koe

Peter Koe

Partner
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Rick O'Leary

Founder of Rick O'Leary & Co.
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Holly Whidby

Bookkeeper
Photo of Jess Rainbolt

Jess Rainbolt

Bookkeeper
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Cris Siegel

Staff Accountant