Overview
Kelly has over two decades of experience serving business owners across industries including real estate and professional services, specifically law firms. She helps growth-minded businesses navigate multistate tax issues, and corporate tax planning and compliance solutions.
Experience
She has deep experience in stock option planning, income and franchise tax compliance and planning, and state and local (SALT) compliance and planning. Kelly’s goal is to help clients understand technical tax issues in a clear, digestible manner. She has helped clients maximize savings on California’s pass-through entity tax, minimize the tax burden when moving out of state, and determine strategies for exercising stock options to achieve tax efficiency.
Kelly prides herself on providing prompt analysis to help her clients determine the best solutions under their unique circumstances. In addition to her role as Tax Partner, she also trains new Aprio tax team members on the firm’s tax procedures and best practices.
Education & Affiliations
Kelly earned a Master of Science in Taxation from Golden Gate University and a Bachelor of Science in Accounting from California Polytechnic State University in San Luis Obispo. She is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Insights
