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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)
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