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Insurance Advisors, LLC

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Kristin Kelley , CPA

Partner, Private Client Services Group

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Experience

Experience:

  • Over 20 years of experience addressing the accounting and tax needs of individuals, fiduciaries, and privately held businesses
  • Assists and advises clients on varied and complex tax issues, with a focus on individual, corporate, trust and estate taxes
  • Regularly presents on current tax law topics for professional services groups and organizations

Education:

  • Bachelor of Science in Accounting, Bentley University
  • Master of Science in Taxation, Bentley University

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Boston Estate Planning Council (BEPC)
  • Small Business Association of New England (SBANE)
  • New England Women in Science Executives Club (NE WISE)
"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."
Return to all people
"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."

Recent Articles

Global Tax
Is it better to Donate Stock or Cash to Charity?

By Kristin Kelley

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