Kelly O’Brien, CPA
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Kelly has over 25 years of experience in tax, accounting and business consulting, serving small to middle market, closely-held businesses, professional services companies, high net worth individuals and estates and trusts. She has developed expertise in the following subject areas: multi-state income and franchise tax matters (C corporations, S corporations, partnerships and Limited Liability Corporations), estate and trust compliance including preparing trust accounting and federal/state controversy and collection matters.
Kelly serves a wide variety of clients including: retail, manufacturing, distribution, computer software/consulting, law, architecture and engineering.
Kelly joined the firm in 2001 and became a partner in 2007. Prior to joining the firm, Kelly was a tax manager with an international accounting firm. Kelly advocates being fully involved when it comes to assisting her clients in business and personal decisions and matters that impact their finances. She approaches business with fresh ideas and likes to help her clients. She works closely with her clients’ outside professional advisors to optimize tax planning and to help her clients to preserve their wealth and to pass on their legacy to the next generation.
Business Degree, California State University, Sacramento