Kristin Kelley , CPA
Partner, Private Client Services Group
"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."
Background
Experience:
- Over 20 years of experience addressing the accounting and tax needs of individuals, fiduciaries, and privately held businesses
- Assists and advises clients on varied and complex tax issues, with a focus on individual, corporate, trust and estate taxes
- Regularly presents on current tax law topics for professional services groups and organizations
Education:
- Bachelor of Science in Accounting, Bentley University
- Master of Science in Taxation, Bentley University
Professional
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Boston Estate Planning Council (BEPC)
- Small Business Association of New England (SBANE)
- New England Women in Science Executives Club (NE WISE)