Services

C. Kelly Accounting, Inc

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

Individual Tax Returns

Personalized, Accurate, and Stress-Free Tax Preparation

Filing your taxes shouldn’t feel overwhelming. My goal is to make the process straightforward, efficient, and tailored to your unique situation. Every return is prepared with care and precision to ensure accuracy, compliance, and the best possible outcome for you.
Once completed, your documents can be securely uploaded to the Intuit Portal or sent via email, fax or sent by mail.  

A Process Designed for You

The preparation process begins with thoughtful year-end planning—ideally between September and November—so we have time to discuss strategies and potential tax-saving opportunities before the year closes. In early January, you’ll receive your tax organizer electronically or by mail. Once completed, your documents can be securely uploaded to SmartVault, dropped off at the office, or sent by mail.

Tax Preparation Checklist.

Review the Tax Preparation Checklist to ensure you have all required
forms and documentation for a smooth filing process.

When your return is
complete, you’ll receive:

  • Personalized recommendations to help reduce future tax liabilities
  • A secure DocuSign link to review and sign your return
  • An electronic invoice for your preparation fee

A final copy will be uploaded on the Intuit Portal and also emailed to you within 48hrs, where you can easily download or print your documents and payment vouchers.

Why Work with C. Kelly Accounting

As a sole practitioner, I personally handle every aspect of your return. This ensures consistency, accuracy, and a clear understanding of your financial picture—something larger firms often can’t match. My office is nearly paperless for convenience and security, though paper copies are available upon request.

Plan Ahead, File
Confidently

A well-prepared tax return begins long before filing season. Let’s start planning early to make next year’s process smoother and more effective.
Contact me today to schedule your year-end review or to get started on your tax preparation.

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.