Kelly Oliver

Kelly M. Oliver, EA

Manager

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

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

Cost Segregation

Recording Funds Received from the Small Business Administration (SBA) Coronavirus Aid, Relief, and Economic Security (CARES) Act

Note: It is important to keep these funds separate for income tax reporting. Economic Injury Disaster Loan (EIDL) Loans up