Meet the Newport Beach team

Brett Kelly

Founder & CEO

Newport Beach

Visit Us

Located in Newport Beach, we partner with clients across Southern California, including Costa Mesa, Huntington Beach, Fountain Valley, Laguna Beach Irvine and Garden Grove. Although we're a local Newport Beach accounting firm, our clients extend across Southern California.

Contact Us

What our clients say about us

Kelly+Partners have been our accountants for many years. I have always found the team extremely helpful, highly professional and always available to answer my questions.

Review on Google

Services

Fad (Compass+Heart)_latest-fad 1

Accounting, Tax + Audit

We assist with all personal or business accounting, tax advisory, audit, and assurance needs.

Learn More

business-advisory

Business Advisory

Bespoke business advisory and support services.

Wealth, Finance & Insurance

Private Wealth, Finance & Insurance

estate-planing

Estate Planning

Specialist estate office, planning and support services.

Learn More

Difference

Value 1

Forward-Looking Advice

Our value-based, fixed-fee engagement model gives you confidence through complete transparency.

Value 2

No surprises

Life and business can be Unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and tranparency.

Value 3

Accessible

Your business is more than just numbers the challenges of running a business and here to help whenever, whereever and however you need.

Value 4

Relationships

Strong relationships are essential to success, We leverage our expensive network to provide unique personal and business opportunities.

Difference