Senior Preparer
klacpa@elerickcpas.com
Kelly joined our firm in January 1989 while finishing her Masters in Taxation at the University of Central Florida. She received her certification as a Certified Public Accountant in September 1992. As she approaches three decades with Elerick & Elerick, Kelly is an integral part of our team.
While she is well-versed in all services we offer, Kelly’s expertise includes:
- Individual federal and state income tax
- Corporate federal and state income tax
- Tax planning
- Business Formation
- Trust and estate federal and state income tax
- Intuit QuickBooks accounting software
- Federal and state payroll tax services
- Compilations
- Reviews
- Agreed-upon procedures
Kelly works with a wide array of clients. Some examples include:
- High net-worth individuals with complex domestic and foreign investments
- Engineering firms
- Architectural firms
- Residential and commercial construction companies
- Not-for-Profits
- Commercial printers
- Real Estate agents
- Manufacturing companies
- Recreational hunting and fishing facilities
- Condominium Associations
- Medical practices
- Law firms
- Financial planners and wealth managers
- Court reporters
- Horse farms
- Residential and commercial security system installation
- Residential and commercial air conditioner installation and maintenance
- Dental practices
- Restaurants
- Social clubs
- Property managers
- Charitable Remainder Trusts
- Generation-Skipping Transfer Trusts
- Estates
- Grantor Trusts
- Simple and Complex Trusts
- Agricultural/Farming entities
Kelly is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. Kelly is also a licensed Notary Public. Kelly is a member and actively involved in Real Life Christian Church, and volunteers in the role of treasurer on the board of directors of a nonprofit organization that provides sustainable energy to undeveloped African nations.