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Marie B. Kelly and Associates
Marie B. Kelly and Associates

Marie B. Kelly and Associates

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Introduction
We stand out because we don't charge hourly for tax returns, we charge by the form. Because of that, we're not looking to get the work done as quickly as possible, but instead we take our time to make sure that the work is done right, and that the client is paying as little as possible, or has the maximum refund possible. We're also there to help with IRS or state issues if they arise. We have over 30 years of experience in the field of tax preparation, payroll, bookkeeping and other financial services. We also have 2 in-house notaries for your convenience. I also have experience working with Covered California and military issues, as I am a former military wife. Come see us for a free consultation! I enjoy working with people and helping them navigate their way through this confusing world of taxes. Nothing makes me feel better than when a client has that look of relief on their faces that things won't be as bad as they thought.
Overview

6 employees

29 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

Ask this pro about their preferred payment method.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We charge an hourly rate for bookkeeping. For payroll, we charge according to how many employees as person has, and for taxes we charge by the form.

  • What is your typical process for working with a new customer?

    If it's taxes, we'll usually ask for them to come in for an appointment. It's helpful if they bring in all their paperwork and the prior year's taxes so we can get a better picture of how we can help them.

  • What education and/or training do you have that relates to your work?

    Most of our staff hold either Bachelor's or Associate's Degrees in Accounting. Marie has an accounting license with the State of California, and is enrolled with the IRS to prepare taxes.

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