Kelly has significant experience with tax compliance and return preparation for a wide range of entities, including small businesses, large family-owned companies, start-ups, and high net worth individuals. She works closely with firm clients to prepare current year and amended tax returns and is authorized by the U.S. Treasury to represent taxpayers in front of the Internal Revenue Service and state tax authorities.
A core member of the Moskowitz tax preparation team with considerable knowledge of complex international tax issues, Kelly has primary responsibility for filings related to foreign real estate, passive foreign investment companies, FBARs, FATCA, controlled foreign corporations, and other non-domestic tax matters.
She is also well-versed in the preparation of domestic tax returns for the IRS and state and local taxing authorities. In addition to frequent filings with the IRS, Kelly has extensive knowledge of multi-state tax apportionment and filing requirements for numerous states, and has completed state tax returns for individuals, fiduciaries, sole proprietors, limited liability companies, partnerships, and corporations.
Prior to joining Moskowitz, she spent 10 years in tax, finance, and audit roles at corporations and with accounting firms in California. Kelly enjoys using her skills and experience to help Moskowitz clients move beyond challenging tax circumstances, and return their attention to their lives and businesses.