Kelli has over 20 years of diversified accounting, financial management & tax experience with Big Four accounting firm, private industry, internal audit and tax. She has significant experience in interaction with all levels of management, professional services, investment partners/shareholders and various government agencies. Her services include, but are not limited to: estate and gift tax returns, corporate set-up and multi-entity tax planning.
Kelli lives in Grapevine with her husband Gary, has a son attending medical school and a daughter in her first year of college. As our firm continues to grow, we are excited about the benefit Kelli’s vast experience will provide to our current and future clients.