Kelly uses a personalized approach to deliver consistent, first‐class service that focuses on each client’s needs. With her extensive tax knowledge and passion for serving others, she assists businesses and their owners with complex and emerging tax issues.
Since she began her public accounting career in 1999, Kelly has gained experience working with a variety of clients — from multinational companies at a Big 4 firm, to entrepreneurial start‐up businesses while running her own tax and advisory company. She focuses on tax compliance and consulting with privately held businesses and their owners, and provides tax planning strategies to prepare clients for the future. Kelly works with a variety of business structures ranging from corporations, partnerships and single member limited liability companies to not-for-profit organizations. The clients she serves have a strong emphasis in the professional services, manufacturing, healthcare, architecture, wholesale and retail distribution industries. Additionally, Kelly is a leader in the firm’s Beneficial Ownership Information (BOI) Reporting efforts.
Kelly lives in Canfield, Ohio, with her husband and two children. They are avid baseball fans and enjoy watching the Guardians play whenever possible. They also love traveling and exploring new places. Kelly’s discovery of St. John U.S.V.I. has forever found a place in her heart. Between the crystal-clear water, the peaceful serenity and swimming with sea turtles, she will definitely visit St. John several more times in the future!