About Us

Jo KellySince its inception, our accounting firm has served this community with a combination of professional expertise and personalized service. With a dedicated team of accounting professionals on staff and an exceptionally low rate of turnover, our aim has been to provide the widest range of tax, accounting, payroll, and business services you are likely to need, while remaining small enough that you always feel welcome and at home. At Jo Ann Kelly, CPA, once you find an accountant with whom you are thoroughly comfortable, you can count on not simply bringing your taxes and other accounting needs to an impersonal staff member, but on forming an ongoing relationship with a trusted business advisor.
Jo Ann Kelly, CPA is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. Our staff accountants and partners specialize in retirement planning, business consulting, investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, auditing, and bookkeeping.

But what makes Jo Ann Kelly, CPA stand out from the rest is not only our professional expertise, but our overt friendliness and caring attitude towards our clients. We work with clients on a one-on-one basis, creating a warm atmosphere the puts them at ease even during their highest times of stress. And we pledge to create an environment that will cause each of our clients to view us as a trusted business advisor.

But don't mistake our warmth for lack of knowledge, as we can offer you expert advice in nearly every field of finance, accounting, and tax planning.
The firm of Jo Ann Kelly, CPA was established to provide efficient, expert solutions to businesses and individuals. While our primary services include accounting, taxation, and business consulting, we also offer a host of specialty services to cater to the unique needs of our clients. Our partners and staff accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations, and are experts in the accounting issues and tax laws that impact our clients. Our partners offer the benefits of years of experience gained from previous positions. We are an equal opportunity employer and are members in good standing of multiple professional organizations.