Broad Experience; Personalized Advice

The CPAs at E.T. Kelly & Associates have broad experience working with closely-held businesses and their owners as well as working with families and high-income individuals. We are dedicated to maintaining an intimate understanding of each client’s financial position and need for relevant, personalized advice. Above all, we are honest, hard-working people who enjoy working with other honest, hard-working people.E.T. Kelly & Associates, LLC was formed in 2000 by Eileen Kelly. Since that time, our firm has grown steadily in the number of clients we serve and the areas in which we practice. Our clients’ success defines our success, and our growth is indicative of the high quality of clients with whom we collaborate.

In addition to the services we provide, we work with teams of other professionals who advise clients on estate plan documents, personal financial planning, insurance needs and more.

Click the links below for a sample of services we provide to our clients:

Individuals and Families

No matter their form, all tax, accounting and planning considerations ultimately affect individuals and their families. We adopt a broad view of these issues by assisting our individual clients with the following services:

  • Define Financial Goals and Objectives
  • Cash Flow Planning
  • Preparation of tax returns
  • Multi-year tax projections and planning
  • Multi-state tax planning
  • Family gifting
  • Charitable giving
  • Retirement plan alternatives
  • Stock option planning
  • Family and insurance trusts
  • Estate planning
  • Personal financial statements
Businesses

Small businesses require trusted advisors with expertise in tax issues, general business transactions and the overall business climate. We fulfill that role with the following services:

  • Preparation of tax returns
  • Compilation of financial statements
  • Cash flow planning and projections
  • Monthly bookkeeping and accounting
  • Business start-up and selection of entity type
  • Qualified and non-qualified plans
  • Lease vs. buy considerations
Trust

We work closely with individuals and their advisors to help them save income and estate taxes with the use of trusts.

  • Tax return preparation
  • Distribution planning
  • Multi-generational gifting
  • Trust accounting
Family Office

High net worth individuals engage us to track their finances and coordinate family business. We provide professional oversight and organization through the following services:

  • Investment reporting
  • Bookkeeping and check writing
  • Family meetings
  • Coordination with other family business consultants
  • Family mentoring
Estate and Gift Tax

The estate tax has changed drastically in recent years. We closely monitor estate tax developments and provide assistance with the following services:

  • Goal setting and plan implementation
  • Link between family and attorney
  • Wealth preservation
  • Wealth transfer techniques
  • Gift and generation skipping tax planning
  • Charitable planning