Lisa A. Kelly

Lisa A. Kelly Email and Phone Number

CPA/PFS, CFP® @
Lisa A. Kelly's Location
Shoreham, New York, United States, United States
Lisa A. Kelly's Contact Details

Lisa A. Kelly work email

Lisa A. Kelly personal email

n/a
About Lisa A. Kelly

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients. •IRS Representation•Tax Planning•Tax Preparation•Financial Planning•Retirement Planning•Estate Planning•Investment Review

Lisa A. Kelly's Current Company Details
Federmann Financial Advisors, Inc.

Federmann Financial Advisors, Inc.

CPA/PFS, CFP®
Lisa A. Kelly Work Experience Details
  • Federmann Financial Advisors, Inc.
    President
    Federmann Financial Advisors, Inc. 2006 - Present
    Rocky Point, Ny
    Owner and President for Registered Investment Advisory firm. Financial Planning: Customized financial assessment of clients' financial needs and personalized strategies to strengthen financial security and achieve clients' long-term goals. Retirement Planning: Successful implementation and periodic review of clients' financial plans to help clients develop financial independence during working years and through retirement years.Estate Planning: Effective estate planning to facilitate the orderly transfer of assets to beneficiaries, providing security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Investment Review: Adapted individual investment portfolio and investment strategy which takes into consideration the impact of taxes and produces a favorable after-tax return.
  • Lisa A. Kelly Cpa
    Sole Proprietor
    Lisa A. Kelly Cpa 2000 - Present
    Rocky Point, Ny
    IRS Representation: During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.Tax Planning: Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.Tax Preparation: Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts,and estates.
  • Brookhaven National Laboratory
    Internal Auditor
    Brookhaven National Laboratory 1996 - 2000
    Upton, Ny
    Management Analyst and Business Re-engineering and Support services Manager
    View
  • Arthur Andersen &Co
    Audit Manager
    Arthur Andersen &Co 1986 - 1994
    Audit Manager specializing in accounting, tax, consulting and audit services for small and medium sized businesses throughout the NY tri-state region.

Lisa A. Kelly Education Details

Frequently Asked Questions about Lisa A. Kelly

What company does Lisa A. Kelly work for?

Lisa A. Kelly works for Federmann Financial Advisors, Inc.

What is Lisa A. Kelly's role at the current company?

Lisa A. Kelly's current role is CPA/PFS, CFP®.

What is Lisa A. Kelly's email address?

Lisa A. Kelly's email address is li****@****guru.ca

What is Lisa A. Kelly's direct phone number?

Lisa A. Kelly's direct phone number is +163133*****

What schools did Lisa A. Kelly attend?

Lisa A. Kelly attended The College Of William And Mary.

What are some of Lisa A. Kelly's interests?

Lisa A. Kelly has interest in Triathlons, All Water Sports.

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