Frank Kelly, EA, ABA New Cumberland
Ageras rating star
0 / 5 stars 0 reviews
Frank Kelly, EA, ABA New Cumberland
Ageras rating star
0 / 5 stars 0 reviews

About

Your Hometown tax, accounting and payroll services firm. We specialize in tax return preparation, bookkeeping, payroll and IRS, State and or Local tax resolution matters.

There are two Enrolled Agents on staff of Kelly Financial Services, Inc. The combined tax return experience between Frank and Patrick is in excess of 50 years.

Frank and Patrick both have completed the National Tax Practice Institute. The National Tax Practice Institute trains individuals in the Representation of Taxpayers before the IRS. Frank has been a Fellow of the NTPI since 1991 and Patrick was awarded the Fellow designation in 2018.

Laura is a full service bookkeeper with an excess of 20 years experience in bookkeeping in addition to Frank and Patrick's experience. Laura works alongside and collaborates with Frank and Patrick on various projects. The projects can range from normal monthly bookkeeping to taking a clients records and put the data into a meaningful order so that the returns can be prepared.

FAQs

Interview quote

Congratulations, you have just discovered a professional firm that’s expert with numbers, but doesn’t treat you like one!

Why do customers choose you?

Client Testimonials ---

Thanks for all your help over the past 20 years. It is greatly appreciated!

All office staff were very friendly, courteous and professional. We were very pleased with the services provided.

As always good friendly service. Prepared good returns easy to read and understand. I sleep good at night under your care. Thanks Frank.

I appreciate the advise that Frank provided to me about things I need to do since my husband died. I feel much more confident that I have everything in good order now.

Really like you guys! Of

What do you consider a fantastic customer experience?

When the Client leaves the office in better tax and financial condition then when they walked into the office.

How can you help businesses develop?

Proper guidance and mentoring with the client on a one on one basis.

We try to look inside the business and see what needs to be done to make the business run smoother, less turnover in staff, and more profitable over time.

We take a holistic approach to the business, owners, and staff even though we work for the owners, partners and or shareholders.

Credentials

Enrolled Agent (EA)

Company members

Location

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