Kelly is a tax partner with over 15 years of professional experience, including 11 years in public accounting. As a member of the Business Honors Program at the University of Texas at Austin, she received her Bachelor of Business Administration in Accounting alongside her Master of Business Administration in Accounting. She has extensive individual, estate, gift, and trust tax consulting and compliance experience, focusing specifically on serving family offices, high-net-worth private clients, and multigenerational families. Her other industries include real estate and energy. Furthermore, her services include federal and state tax compliance, private client tax services, tax consulting, and trust and estate planning. Her affiliations encompass the American Institute of Certified Public Accountants, the Houston Estate and Financial Forum, and the Texas Society of CPAs.
