Allison Soares

Allison Soares has representative experience defending individuals and entities before the Internal Revenue Service, Franchise Tax Board, Employment Development Department and State Board of Equalization. 

Soares was an associate attorney for four years with a prominent law firm in North San Diego County, where she advised an array of clients on complex business transactions and developed an in-depth knowledge of corporate, contract and tax law. She provided information to clients regarding avoidance or resolution of problems with federal, state and local taxing authorities and also performed various tax-based calculations, as well as tax-related research to ensure compliance with state, federal and international law. Concurrent with this position, she also assisted a tax, accounting and consulting firm with reviewing tax returns and conducting tax planning and research for individuals, small businesses, and multinational corporations. Additionally, she researched and analyzed complex issues surrounding the processes and systems of organizations and ensured the implementation of the firm’s endorsed strategic plan, system and organizational recommendations.

Soares was raised in Sun Prairie, Wisc. She received a Bachelor of Arts degree in finance from the University of Wisconsin, Milwaukee. After graduation, she moved to Sao Paulo, Brazil, to teach English to local business and medical professionals. After a year abroad, she moved back to San Diego and worked as an accountant at Physician Management Group Inc. for three years. Her pursuit of a law degree then took her to Miami to attend St. Thomas University School of Law, where she excelled and ranked in the top 20 percent of her class, and was an articles editor for the Law Review. After her first year of law school, she enrolled in the joint degree program to obtain both her J.D. and M.B.A in accounting with a specialization in forensic accounting.

Soares expanded on her previous accounting experience with several internships, including: A position at the U.S. Securities and Exchange Commission assisting internal CPAs and attorneys with external investigations of alleged churning, revenue recognition errors and a variety of securities fraud claims; and an internship position with the Hon. William M. Hoeveler, Senior U.S. District Judge for the Southern District of Florida. She later interned with the U.S. Attorney’s Office as a certified legal intern, where she applied her accounting skills in extensive preparation on a multimillion dollar securities fraud case, leading to two days of testimony as a summary witness for the U.S. government.