Nelson Accounting Professional PLLC
CLIENT SERVICE PHILOSOPHY - Our holistic approach to client service is as follows:
• To be involved with the client, including a thorough understanding of their financial situation.
• To understand what is currently happening with the client so that we can formulate the most efficient solutions under current law.
• To be responsive in a timely manner so that the client has the information needed to make financial decisions effectively.
• To offer proactive tax advice in a professional manner.
AREAS OF SPECIALTY - Our practice deals primarily with closely-held businesses and high net worth individuals, including, extensive estate planning. Our services include:
• Estate planning and coordination of wealth transfer techniques
• Retirement planning
• Business succession planning
• Tax compliance for businesses, individuals and fiduciaries
• IRS representation
PRINCIPAL PROFESSIONAL:
Kelly R. Nelson, CPA
Kelly has nearly fourteen years' experience as a Certified Public Accountant. Prior to opening her own practice, she was a Principal of myCFO, Inc., a wealth management firm recognized by Bloomberg as the fastest growing investment advisory firm in 2001. There she worked closely with high net worth individuals coordinating financial and estate plans. Kelly was a former shareholder of Doran Anderson Nelson, PS and worked for Deloitte & Touche, LLP and GE Capital. She holds a BA in Business Administration with an accounting concentration (Phi Beta Kappa & cum laude) from the University of Washington.
Professional affiliations:
• American Institute of Certified Public Accountants - member
• Washington Society of Certified Public Accountants - member
• Harrison Memorial Hospital Foundation - Treasurer
• Kitsap County Estate Planning Council - member
REFERENCES - Available upon request
Nelson Accounting Professional PLLC
Poulsbo, Washington
Prospective Students
