Kelly Group Seminars

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Personal Tax Advising

At The Kelly Group we take a coordinated approach to effectively manage your taxes. Our certified public accountants stay abreast of the changes in the income tax regulations and consequently, offer individual guidance, from income return preparation to complex estate returns. Our team of skilled professionals help to guide clients in a trusted way by providing support and experience for all taxpayer matters. This provides peace of mind that your needs are being met and your financial goals are always a priority.

Our services include:

  • Tax-saving strategies
  • Year-round tax planning
  • Individual, trust, gift and estate tax preparation
  • IRS audit procedural support
  • Federal, state and local compliance

Business & Institutional Services

Whether your business requires assistance with general accounting or tax reporting, our professionals provide the comprehensive services that will meet your needs. The Kelly Group also assists with the establishment of new entities by acting as a liaison between business and government agencies.

Our services include:

  • Tax planning
  • Corporate, partnership, and non profit tax preparation
  • Small business accounting services using Quickbooks®
  • Payroll tax reporting
  • Quarterly tax projections
  • Financial statements
  • New business entities
  • Compilation and reviews of financial statements
  • Treasury services
  • Employee benefits analysis

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