Kelly+Partners Newport Beach

We offer Business Accounting, Tax, Audit, Business Advisory, Finance, Wealth Management, and Estate Office services in Newport Beach, California.

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Kelly+Partners Newport Beach

Meet the Newport Beach team

Brett Kelly
Brett Kelly
Founder & CEO
Newport Beach

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Located at 1306 Park Ave.in Newport Beach, California, we partner with Business Owners and Individuals to help them achieve their personal and business goals.

Our services include: 

Business accounting
Tax advisory
Business advisory
Wealth management
Finance and mortgage broking
General insurance
Estate planning

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What our clients say about us

Google

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.

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Services

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Business Advisory

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Doing Smat Business-wealth-icon

Wealth, Finance & Insurance

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Estate Planning

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Difference

Value 1

Forward-Looking Advice

We go beyond standard compliance to provide trusted, forward-looking advice.

Value 2

No surprises

Value-based, fixed-fee engagements to give you transparency and confidence.

Value 3

Accessible

We're here to help whenever, wherever, and however you need.

Value 4

Relationships

Build meaningful relationships through the expansive Kelly+Partners network.

Difference