Kelly Oliver

Kelly M. Oliver, EA


Phone: 608.793.3118
Email Me

About Kelly

Kelly Oliver has more than 16 years of experience in accounting. As a Manager, her responsibilities include providing tax return preparation and review services to businesses, individuals, exempt organizations, and fiduciaries, reviewing and compiling financial statements, and serving as in-charge auditor for agreed-upon procedures.

She also provides accounting and payroll services to a variety of businesses, such as manufacturing, retail, housing, food service, and the professional service industry.

Kelly is a member of the Firm’s Estate and Trust Committee and also serves on the Community Service Day Committee.

I love helping and guiding a client through the ever-changing area of tax and accounting. By providing a variety of services to clients of all industries, each day is different.

Kelly M. Oliver, EA

Areas of Focus

Accounting and Payroll Services

Review and Compilation

Tax Services


​Bachelor of Science, Accounting, University of Wisconsin-La Crosse

Enrolled Agent

Certified QuickBooks Online ProAdvisor

Professional Affiliations

Wisconsin Institute of Certified Public Accountants

Community Organizations

Shelter Development, Inc., Director


Recent Posts by Kelly

Better Tax Break When Applying The Research Credit Against Payroll Taxes

Better Tax Break When Applying the Research Credit Against Payroll Taxes

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax
Financial Statements

Podcast: Financial Statements

This podcast discusses the benefits of looking at your financial statements. Financial statements summarize a certain time period of your
Accounting Software Tax Insights Podcast Cover

Podcast: Accounting Software

This podcast discusses different accounting software, such as QuickBooks and Sage 50. We also explain how to pick the correct
Keeping Track Of Income & Expenses

Podcast: Keeping Track of Income and Expenses

This podcast discusses why it is important to keep track of income and expenses. Debby also covers some tips to
K-2 and K-3 Filing Requirements

The IRS Again Eases Schedules K-2 and K-3 Filing Requirements for 2021

The IRS has announced additional relief for pass-through entities required to file two new tax forms — Schedules K-2 and
QuickBooks How-To

QuickBooks Connect How-To Series Recordings

View the recordings of our most recent QuickBooks Connect How-To Series below. Customizing Desktop Preferences in QuickBooks June 8, 2021
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What Is the Health of Your QuickBooks File?

There are several symptoms that can cause QuickBooks performance or corruption issues such as: File Size: When your file size
Recommended Record Retention Schedule

Recommended Record Retention Schedule

View and/or print our recommended record retention schedule by clicking here. Download Here
Year End

2020 Payroll and Year-End Reporting

As an employer, you know year-end payroll processing and reporting is a complex undertaking that adds to the stress of