We know that accounting and tax reporting can seem daunting. We strive to build partnerships with our clients to ensure that we can meet their needs and ease anxiety. We enjoy working with our clients every step of the way along their financial journey.
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To come alongside our clients to support and advise them, not only about mitigating their tax liability and initiating accounting solutions, but also to offer financial advice, support, and education. It is our desire and hope to get to know our clients, assess their needs, and work with them, as well as other professionals to help them achieve their goals.
Assist our clients with bookkeeping, payroll, sales tax, and financial reporting in order to inform, and educate business owners to be able to make good management and financial decisions
Prepare tax returns in order to be in compliance with current tax law, as well as communicate with the various taxing authorities when necessary.
Provide advice and guidance regarding tax planning, trust and estate planning, business startup planning and overall financial planning.
Kelly brings over 30 years of experience in public accounting. She has earned the designation of Enrolled Agent, which allows her to represent clients with the IRS and individual states. She enjoys working with clients to get to know them and help them navigate through the difficulties of the tax law and their own personal situations, whether it be starting a new business, retiring, or administering an Estate or Trust. Meeting and interacting with new clients, as well as clients whom she has known for years, is a part of what Kelly enjoys about being an accountant. Kelly is passionate about building and maintaining longtime relationships and assisting clients work toward their life goals by collaborating with other professionals to accomplish these goals. Kelly grew up in Crystal Lake and has raised her children in the same community that she has loved.
Brittany has five years of experience working alongside accountants in public accounting firms as well as more than 10 years of experience with client relations. She coordinates the administrative duties, develops processes and procedures for the firm and uses her positive attitude to encourage others. Her strengths are mutli-tasking, organizational skills and building personable relationships with all clients. Brittany will help guide you along the way and always be here to assist with any questions. Brittany is a mother of three and enjoys spending all of her extra time with her family.