Kelly is responsible for tax compliance and planning matters. Her expertise and knowledge include:
Income tax compliance for high net worth individuals, trusts, estates, gift, partnerships, and corporations, including specialized industries and professional practices.
Planning and strategic tax consulting to understand and prioritize clients’ long-term financial goals and objectives
IRS dispute resolution
George Mason University: BBA – Accounting (1995)
Certified Public Accountant, Texas (2004)
American Institute of Certified Public Accountants (AICPA)