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
Education
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
Podcast: Financial Statements
Podcast: Accounting Software
Podcast: Keeping Track of Income and Expenses
The IRS Again Eases Schedules K-2 and K-3 Filing Requirements for 2021
QuickBooks Connect How-To Series Recordings
What Is the Health of Your QuickBooks File?
Recommended Record Retention Schedule
