Services

C. Kelly Accounting, Inc

We’re not your regular January through April accounting firm. We offer all year round service.

Income Tax Planning & Preparation

Thoughtful Planning.
Accurate Preparation.

Preparing a tax return isn’t just about filling in numbers—it’s about understanding your entire financial picture and making strategic decisions that align with your goals. At C. Kelly Accounting, I take a comprehensive approach to income tax planning and preparation, helping individuals and businesses make informed choices to minimize tax liability and strengthen their financial future.

A Personalized Approach

No two tax situations are the same. I take the time to understand your income sources, investments, business interests, and long-term objectives to develop a strategy tailored to your needs. Whether you’re an individual taxpayer, a business owner, or managing a trust or nonprofit organization, I ensure every return is accurate, compliant, and optimized for savings.

What’s Included

Individual Tax Returns – Personalized preparation with proactive planning to help reduce your tax burden.

Business Tax Returns – Full compliance for corporations, partnerships, and multi-member LLCs with integrated bookkeeping review.

Exempt Organization & Trust Returns – Specialized filings for nonprofits and estates that require detailed attention to regulations.

Tax Planning – Year-round guidance to help you make smarter financial decisions and prepare for future obligations.

My Process

As a sole practitioner, I personally handle every step of your return—from reviewing your documents and entering data to final filing. This approach ensures accuracy, security, and a deep understanding of your finances. Communication takes place through phone and email for efficiency, and my office operates almost entirely paperless. If preferred, paper documentation can be arranged upon request.

Why Tax Planning Matters

Effective tax planning can help you:

  • Avoid surprises at tax time
  • Identify deductions and credits you may be missing
  • Strategically time income and expenses
  • Plan for life events such as retirement, education, or business transitions

Get a personal consultation.

Office

26741 Porola Pkwy,
Ste 1E, # 803
Foothill Ranch, CA 92610

Open Hours

Monday – Friday 9:00am – 5:00pm

Saturday – By appointment only.

Contact

Tel: 678-822-5910 or 678-253-8589 /
949-272-5651

Fax: 1-877-518-2804

info@ckellyaccounting.com

Get a personal consultation.

Office

26741 Porola Pkwy,
Ste 1E, # 803
Foothill Ranch, CA 92610

Open Hours

Monday – Friday 9:00am – 5:00pm

Saturday – By appointment only.

Contact

Tel: 678-822-5910 or 678-253-8589 /
949-272-5651

Fax: 1-877-518-2804

info@ckellyaccounting.com

Our team of dedicated professionals is up to date with tax law knowledge, so you don’t have to worry about changing laws around the country or in your particular state — we work with you where you’re at. We take pride in listening to our clients and delivering the best accounting support to meet their financial needs.