Andover
Boston
Bradenton
Lausanne
Newport
Providence
Shanghai
Waltham
Kristin Kelley , CPA
Partner, Private Client Services Group
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)
- Trusted Advisor Forum
"I embrace every chance I get to help our clients succeed, and I’m lucky that my colleagues share that same mindset. I’m so proud to be part of a team that truly values its clients, colleagues and the community.”
Scroll to Top