Accounting & Tax Services

Take control of your financial universe with Kelly+Partners' specialist accounting and tax services. 

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Forward-Looking Advice
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We've got your back, not just your books


Accounting & Tax for Individuals

Revolutionize the way you look at your finances with Kelly+Partners' specialist personal accounting and tax accounting services. By becoming a Kelly+Partners client, you will gain access to a team of specialist accountants who can assist in organizing your financial universe and bringing focus to achieving your financial goals.

Personal Accounting & Tax Services
  • Tax planning, strategy and compliance
  • Structure advice
  • Tax returns and compliance
  • Wealth management
  • Loans and financing
  • Estate planning
  • Net worth reporting and analysis
  • International tax strategy and advice

Accounting & Tax for Private Business Owners

Change the way you look at your business and discover new possibilities with the Kelly+Partners Financial Progress System™. By becoming a Kelly+Partners client, you will gain access to a team of specialist accountants who will proactively work with you to organize your financial universe and accelerate your financial performance.

Business Accounting & Tax Services
  • Bookkeeping
  • Business tax planning and structuring
  • Business growth advisory
  • Cashflow forecasting and budgeting
  • Compliance services 
  • Management reporting
  • Corporate management
  • Company secretarial services
  • Tax advisory
  • Loans and financing
  • Wealth management
  • Estate planning
  • Succession and exit planning
  • Insurance
  • Human resource consulting

Specialist Tax Advisory

Access specialist tax advisory services to give you confidence in today's increasingly complicated tax landscape. By becoming a Kelly+Partners client, you will gain access to our specialist tax consulting and legal team. They can assist you in navigating the complexities of tax law, and guide you through tax issues, corporate governance obligations, and more.

Specialist Tax Advisory Services
  • IRS audits, disclosures, investigations and tax disputes
  • Capital inflow and outflow
  • Corporate tax including mergers and acquisitions
  • Funds management and managed
  • Investment trust
  • Expert structuring, negotiation and tax legal advice to local and international clients
  • International tax for inbound and outbound investment
  • Cross-border transactions Tax structuring for estate planning
  • Solutions, succession planning and family office
  • Trust structures and joint ventures

Forensic Accounting 

Navigate the complex landscape of financial discrepancies with precision and clarity. Our forensic accounting services offer unparalleled expertise in uncovering hidden patterns, identifying irregularities, and providing comprehensive solutions to safeguard your financial integrity.

Whether it's litigation support, fraud investigation, or regulatory compliance, we ensure your financial health is protected and risks are mitigated.

Forensic Accounting Services
  • Commercial damages
  • Fraud investigations
  • Family law
  • Corporate and partnership disputes
  • Business interruption
  • Marketplace and billing issues
  • Personal injury and wrongful death
  • Intellectual property
  • Fidelity bond claims
  • Lost profits
  • Business valuations
  • Litigation support


Our tax advisors are at the forefront of blockchain technology, ready to simplify the cryptocurrency landscape and guide you towards financial clarity and growth. We help navigate the intricate tax implications and regulatory compliance of crypto investments, ensuring your portfolio is both optimized and compliant.

Cryptocurrency Services
  • Transaction tracing
  • NFTs
  • Capital gains or loss summary reports
  • Gains / loss calculations
  • Tax reporting
  • Initial Coin Offering (ICO) support
  • Tax calculation for Crypto derivatives
  • DEFI
  • Cryptocurrency for Business


We provide personalized support for your business's daily financial tasks, ranging from simple adjustments to regular upkeep or complete bookkeeping management. We work closely with you to understand your objectives and requirements, conduct an in-depth analysis of your current bookkeeping practices, and devise a plan to enhance your financial outcomes.

Bookkeeping Services
  • Financial statement preparation
  • Budgeting and forecasting
  • Payroll
  • Bill pay
  • Training and education

Get Started

Speak to one of our accounting & tax specialists.

Book a call

(888) 962-3883

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations

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Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

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