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Areas of Expertise
Kelly specializes in individual tax planning and advisory services. Her areas of expertise include 1040 tax planning for high-net-worth individuals, retirement income strategies, real estate transactions including Section 1031 exchanges and advising self-employed small businesses. She holds a Master of Science in Taxation (MST) from William Howard Taft University and is an IRS Enrolled Agent (EA) as well as a Retirement Income Certified Professional® (RICP®) through The American College of Financial Services. A former small business owner, Kelly enjoys working closely with clients to develop personalized tax strategies such as Roth conversions, Qualified Charitable Distributions, Donor-Advised Funds, and long-term retirement planning. She is passionate about helping clients achieve financial peace of mind through smart, forward-thinking tax guidance. Outside of work, Kelly enjoys participating in her local book club, spending time at the Pacific Ocean beaches with family and friends, and sharing quality time with her adult children and dogs.