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Accounting & Tax 

Strategic accounting and tax solutions for private business owners to structure, protect, and grow their financial universe.

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Accounting & Tax Services for Private Business Owners

Our team of Certified Public Accountants (CPAs) and tax specialists go beyond compliance—we proactively structure, optimize, and protect your finances to minimize tax, maximize cash flow, and drive business growth. 

Business Accounting & Tax
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Business Accounting & Tax

Strategic accounting advice to help business owners take control of their financial universe and maximize the rewards of their hard work.

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Forensic Accounting
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Forensic Accounting

Expert forensic accounting practices to uncover irregularities, provide clear solutions, and safeguard your financial integrity.

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Crypto Accounting & Tax
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Crypto Accounting & Tax

Expert cryptocurrency accounting and tax services to ensure accurate reporting of your gains, losses, and transactions.

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Financial Progress System™

The Kelly+Partners philosophy is simple - expert advice that is tailored to the client's unique personal and business circumstances. Structured systems and year round contact ensure timely, sophisticated and forward-looking advice.

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1. Place

The system begins by identifying where you are today and understanding your goals for the next five, ten, and twenty years.

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2. Profile

Personal and business finances, wealth management, and succession planning are addressed to build a clear financial path.

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3. Plan

A bespoke financial strategy is crafted to align with your business and personal objectives, ensuring consistent progress.

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4. Progress

Financial metrics are reviewed regularly, with monthly or quarterly reports to keep you on track toward achieving your goals.

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News & Insights

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News & Insights
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Podcast

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Podcast
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Client Experiences

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Client Experiences

Take control of your financial universe and Be Better Off

Access an experienced CPA that will assist in the control, growth, and protection of your financial universe.

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