Working closely with clients and their attorneys, Kevin Kelly crafts and executes estate, gift, and other wealth-transfer planning strategies, offering strategic audit and tax advice focused on wealth-building outcomes.
Kevin provides tax compliance and consulting services to wide-ranging clients, from individuals to startups, small- to medium-sized businesses to law firms, closely held companies, investment partnerships, private foundations, and estates and trusts.
He guides individuals and estates and trusts through tax compliance issues and wealth-transfer planning strategies and helps executors and attorneys settle estates. Startups rely on Kevin for everything from advice on the most advantageous business structure and obtaining tax ID numbers to setting up payroll and bookkeeping systems. Established businesses seek his help in managing data requirements, identifying and resolving problems, and developing effective working relationships with tax authorities and smart tax compliance strategies.
Kevin was previously a tax partner at small and mid-sized regional accounting firms and a senior tax manager at a national accounting firm. With a very broad base of knowledge and decades of experience in almost all areas of taxation, Kevin is particularly sensitive and adaptable to the demands placed on his clients.
Taking a proactive, hands-on approach, Kevin ensures he understands all aspects of a client’s personal, business, and family needs. From researching, gathering, and organizing information and establishing efficient procedures to exploring all options for minimizing tax liability, pursuing refunds, and making last-minute elections and return filings, Kevin always seeks to alleviate client stress by simplifying complex accounting issues and tying up all loose ends. Both readily accessible and an excellent communicator, Kevin goes well beyond offering typical textbook answers, delivering clear, swift and decisive counsel with tailored solutions to meet his clients’ specific needs.