Kelly M.
Tax & Accounting Coordinator at Jane Smiley CPA Inc.- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Quickbooks Online Certified ProAdvisor
-Jan, 2017- Nov, 2024 -
CPA
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Experience
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Jane Smiley CPA Inc.
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United States
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Accounting
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1 - 100 Employee
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Tax & Accounting Coordinator
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Dec 2015 - Present
Working with clients in the areas of tax and accounting, from preparing complicated individual tax returns to helping small business owners with their accounting needs. Oversee the processes and work flow for our services ensuring efficiency and the needs of our clients are being taken care of. Working with clients in the areas of tax and accounting, from preparing complicated individual tax returns to helping small business owners with their accounting needs. Oversee the processes and work flow for our services ensuring efficiency and the needs of our clients are being taken care of.
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Wealth Management Manager
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Jul 2003 - Dec 2015
Focused on helping clients achieve their goals by creating comprehensive wealth management plans and investment strategies and tax compliance in a fee-only environment.Working with emerging wealth clients, company retirement plans and individual tax compliance. Focused on helping clients achieve their goals by creating comprehensive wealth management plans and investment strategies and tax compliance in a fee-only environment.Working with emerging wealth clients, company retirement plans and individual tax compliance.
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Education
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1999 - 2003
Franklin College
B.S., Accounting, Minor - Computer Information Systems -
1995 - 1999
Rushville Consolidated High School
High School Diploma
Community
