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Get Proactive Tax & Accounting Support from Certified Public Accountants (CPAs) & Trusted U.S. Tax Professionals

Stay compliant, reduce your IRS tax liability, and grow a more resilient business. Schedule a free consultation with Kelly+Partners today.

🔹 Clear, CPA-Led, IRS-Compliant Guidance
🔹 Optimized Tax Strategies
🔹 No Surprises. No Stress.

We manage your business taxes the right way with clarity, care, and your long-term success in mind.

Empowering Private Business Owners to Be Better Off

Full-Scope Financial Expertise

From income tax and estate planning to business advisory, asset protection, entity structuring, and succession planning. We don’t just solve isolated problems. We help secure and grow your complete financial picture.

Proven Client Satisfaction

We’ve achieved a Net Promoter Score of +77 — nearly 100 points above the financial services industry average — thanks to long-standing partnerships built on trust, performance, and results.

Dedicated Personal Support

Every client is paired with a Dedicated Client Director — a licensed CPA or senior advisor — who leads a team of specialists in tax and business strategy. You receive fast answers, custom advice, and proactive planning tailored to your goals.

Tax & Accounting Services

Business Tax Compliance

We handle federal, state, and local tax filings, including quarterly estimated taxes, sales tax, and payroll tax (Form 941) — ensuring your business remains fully compliant with IRS and state tax authorities. All filings are prepared and reviewed by licensed CPAs, ensuring full IRS and state-level compliance.
Business Tax Compliance

Individual Tax Compliance

We manage all your personal tax needs — from federal, state, and local returns to quarterly payments. Our CPAs handle complex situations, including investments, rentals, cryptocurrency, foreign assets, self-employment, stock options, trusts, and multiple income streams, ensuring accurate, timely, and IRS-compliant filings.

Individual Tax Compliance

Strategic Tax Planning & Entity Structuring

We develop personalized tax strategies and recommend the best entity structure (LLC, S-Corp, C-Corp, Partnership) to minimize liability and protect your assets.
Strategic Tax Planning & Entity Structuring

Bookkeeping & Cloud Accounting

Accurate bookkeeping and real-time financial data through cloud platforms — reconciled, categorized, and ready for tax time.
Bookkeeping & Cloud Accounting

Financial Reporting & Cash Flow Forecasting

Receive easy-to-read financial statements and forward-looking cash flow forecasts to guide confident, data-driven business decisions.
Financial Reporting & Cash Flow Forecasting

Business Advisory Services

Expert strategic advice across business planning, structuring, compliance, growth management, and risk mitigation — helping you scale with confidence.
Business Advisory Services

Retirement Planning (Self-Directed IRAs & Solo 401(k)s)

Comprehensive setup, compliance, and tax support for self-directed retirement plans tailored to your long-term goals as a business owner or investor.
Retirement Planning (Self-Directed IRAs & Solo 401(k)s)

Corporate Governance & Compliance

Stay on top of your Secretary of State filings, annual reports, registered agent requirements, and board resolutions with full-service corporate compliance support.
Corporate Governance & Compliance

Hear from our clients

Geoff Bower
Geoff Bower

"I would 100% recommend Kelly+Partners. I think if you're not with Kelly+Partners, you're mad."

Geoff Bower
Vince Vartuli
Vince Vartuli

“I absolutely will recommend all businesses, small, medium-sized, and large, to use Kelly+Partners' services.”

Vince Vartuli
Chris Vinson
Chris Vinson

“I would absolutely recommend Kelly+Partners to other private businesses.”

Chris Vinson
Genevieve Agnew
Genevieve Agnew

"Since coming to work with Kelly+Partners, my wealth has improved and grown considerably."

Genevieve Agnew
Tracey Faets
Tracey Faets

"I definitely recommend Kelly+Partners to any private business owner."

Tracey Faets
Julie Anne Ford
Julie Anne Ford

"Kelly+Partners hasn't just simplified my work environment by being extremely competent. It's also simplified my life."

Julie Anne Ford
Kalvin Smith
Kalvin Smith

"Recommending Kelly+Partners reflects well on me, which is why I refer associates to them now."

Kalvin Smith
Matthew Lorimer
Matthew Lorimer

"If you're looking for an accounting firm that takes all the hassle out of it, I highly recommend Kelly Partners."

Matthew Lorimer
Mario Conti
Mario Conti

"Since joining Kelly+Partners, I have a lot more free time, which has helped me spend more time with my family and my kids."

Mario Conti
Shaun Dodds
Shaun Dodds

"I've actually put two people on personally to Kelly Partners. My sister's company and a friend of ours."

Shaun Dodds
Sue Ismiel
Sue Ismiel

"I can just go on holidays and leave my private affairs with Kelly+Partners, and I'm confident to come back and know that everything is taken care of."

Sue Ismiel
Andrew and George_holdingimage_Insta
Andrew Perros and George Peros

"Kelley+Partners has made a positive change to not only our business, but to our personal lives as well."

Andrew Perros and George Peros
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Take Control of Your Financial Universe and Be Better Off

Get access to expert CPAs and advisors who help you protect, grow, and streamline your entire financial life. Consult a licensed CPA or tax advisor for guidance specific to your situation.

Request a Callback
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