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 also is an Intuit QuickBooks Desktop Certified User who handles the bookkeeping and tax planning for clients who operate businesses. The part of the job she enjoys is helping people.
Outside the office Kelli enjoys spending time and traveling with her partner, Joseph, and their daughter, Brexley.
“You are never too old to set another goal or to dream a new dream.” -C.S. Lewis