Allen P. DeLeon, CPA, PFS

Allen P. DeLeon, CPA, PFS
Allen P. DeLeon, CPA, PFS
Founding Partner
DeLeon & Stang, CPAs and Advisors

Mr. DeLeon was a founding partner of DeLeon & Stang, CPAs and Advisors, prior to his retirement in December 2020. D&S is a regional CPA firm in Washington DC metro area. He has over 35 years of experience, including audit, tax, business and financial services advisory to Credit Unions, Non-Profit organizations and business organizations. BBS Accounting Hofstra University, New York.

Designations

  • Certified Public Accountant, Maryland, DC and Virginia. 
  • Insurance licensed in Maryland and various other states. 
  • Personal Financial Specialist (PFS)
  • Series 6 and 63 securities licensed
     

Memberships

  • American institute of Certified Public Accountants (AICPA)
  • Maryland Association of CPAs
  • American Society of Association Executives (ASAE)
  • Maryland & DC Association of Credit Unions (MDDCCUA)
  • Metropolitan Area Credit Union Association (MACUMA)
  • Association of Credit Union Internal Auditors (ACUIA)
     

Board Experience

  • Holy Cross Heath Foundation (HCH) BOD, Vice Chair and Chair governance Committee and HCH Finance Committee
  • PIC MC Foundation – Montgomery College – BOD & Treasurer
  • Mid-Atlantic Federal Credit Union – BOD & Treasurer
  • AICPA – Past member of Council and Technical Issues Committee
  • Maryland Association of CPAs – Past Chair
     

Work experience

Credit Unions – Over 35 years experience serving as engagement partner on audit engagements, internal audits, fraud and risk assessments and compliance engagements. Specialized in deferred compensation plans for credit union executives.

Non-profit Organizations – Over 35 years experience servings as engagement partner on audit engagements for non-profits of all sizes and types, including non-profit hospitals. 990 and other tax return preparation and planning. Supervised out-sourced controllership engagements and advisory services.

Business Organizations – Provided a wide range of services to businesses, including government contractors. Audit, tax and succession planning services.

Tax Services – Over 35 years experience with both individual and business tax preparation and planning. Expert in tax matters related to retirement planning and pension and deferred compensation plans.

Financial Planning – Frequently works with clients to help them develop and attain financial goals. Services include retirement planning, tax planning, deferred compensation and pension plans.