Primary Roles: Accounting and Tax Preparation
Kelli is an accounting professional with over eight years of experience in private accounting and tax preparation. She began her career with JL Smith as an intern and now manages the tax division and heads the Finance and Accounting department. Kelli is an Enrolled Agent admitted to practice before the Internal Revenue Service. She is a member of the National Association of Enrolled Agents and the Ohio Society of Enrolled Agents. Kelli is also is an Intuit QuickBooks Desktop Certified User who handles the bookkeeping and tax planning for clients who operate businesses. The part of her career she enjoys most having the opportunity to help people.
Outside the office Kelli enjoys spending time and traveling with her partner, Joseph, and their children Brexley and Balian.
“Act as if what you do makes a difference. It does.” -William James