Tax Due Diligence and Structuring

Tax Method and Credits

Tax Preparation and Consultant Services


Financial Services

Kelly Wilson

Senior Manager

Professional Overview

With over 20 years of experience in public accounting and industry, Kelly focuses primarily on corporate tax issues in the financial services industry. She provides customers with a variety of services including consolidated and multi-state income tax return preparation, quarterly estimate preparation, ASC 740 tax provision computations, and consulting.

Education, Credentials and Special Training

  • Certified Public Accountant
  • M.S., Accounting, University of Florida
  • B.S., Accounting, University of Florida

Professional Affiliations

  • American Institute of Certified Public Accountants