Kelli has over 20 years of experience providing accounting, tax and consulting services to individuals and privately-owned businesses. In addition to being a CPA, Kelli also holds the Personal Financial Specialist (PFS) credential through the American Institute of Certified Public Accounting (AICPA). This credential reflects expertise in all areas of the planning process, professional responsibilities and disciplines that make up personal financial planning.
Focus Areas
Financial statement services, multi-year projections, choice of entity and income tax preparation and planning for individuals, corporations, partnerships and trusts.
Personal Financial Planning – tax, estate, retirement, investments and insurance planning.
Education, Certifications & Memberships
B.S. Business Administration with a concentration in Accounting – Marshall University
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
American Institute of Certified Public Accountants (AICPA)
West Virginia Society of Certified Public Accountants (WVSCPA)
Charleston Estate Planning Council
Charleston Chapter of the West Virginia Society of CPAs
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