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Kristin Kelley , CPA

Partner, Private Client Services Group

"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.”
 

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)
 

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