Business Details
39 Years
experience
Trusted Accounting and Tax Services in Corona, CA
Founded in 1987, K M Kelley & Associates has built a legacy of providing honest, trustworthy accounting and financial advisory services to individuals and businesses. Our team of experienced professionals combines decades of expertise with personalized attention, serving clients from diverse backgrounds including CEOs, small business owners, and families. We specialize in tax planning, business consulting, estate planning, and financial reporting, delivering tailored solutions that prioritize long-term financial health.Our commitment to excellence is reflected in our multi-generational client relationships and our ability to adapt to evolving industry standards while maintaining the integrity that has defined our practice for over 35 years. We pride ourselves on transparency, accessibility, and empowering clients to achieve financial clarity and confidence.
Services
Monthly Financial Reporting
Personal & Corporate Taxes
Business Consulting
Business Formation
Mechanics Liens
Estate Planning
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in accounting and financial advisory services.
- Our team provides personalized solutions tailored to individual client needs.
- We serve clients across all income levels with equal dedication and expertise.
- Our practice combines traditional values with modern financial strategies.
- We maintain transparency and accessibility in all client interactions.
Services
Monthly Financial Reporting
Our monthly financial reporting service provides businesses with accurate, up-to-date insights into their financial health. We prepare detailed reports that help clients secure loans, qualify for credit lines, and make informed business decisions. Our team ensures compliance with accounting standards while delivering clear, actionable financial data.
Estate Planning
We offer comprehensive estate planning solutions to protect your assets and ensure smooth wealth transfer. Our team guides clients through creating personalized estate plans that prevent probate complications and preserve generational wealth. Services include wills, trusts, and legal documentation tailored to individual family needs.
Business Formation
Our business formation service helps entrepreneurs establish legal entities that protect personal assets. We provide expert guidance on entity selection, registration, and compliance requirements. We emphasize proper structuring to safeguard clients' personal assets while ensuring business operations remain legally sound and efficient.
Mechanics Liens
We assist contractors with mechanics lien filings and preliminary notices to secure payment rights. Our team handles lien documentation, negotiations, and legal protections to ensure clients receive fair compensation for services rendered while maintaining compliance with state regulations.
Business Consulting
Our business consulting service provides strategic guidance for company growth and succession planning. We help clients explore alternative solutions for business challenges, develop succession strategies, and implement operational improvements that enhance long-term sustainability and profitability.
People
Kevin Kelley
Founder & Lead Accountant
With over 35 years of experience, Kevin Kelley established the firm in 1987. He specializes in tax planning and financial advisory, serving clients across all income levels with personalized, expert guidance.
Maryrose Kelley
Co-Founder
Maryrose Kelley has been instrumental in the firm's success for nearly four decades. Her contributions have been vital to maintaining the company's operational excellence and client service standards.
Sarika Vora
Senior Accountant
Sarika Vora brings extensive accounting expertise to our team. She provides strategic financial counsel to clients while ensuring all deliverables meet the highest quality standards through meticulous review processes.
Sean Kelley
Accountant
Sean Kelley joined the firm in 2013 after gaining professional experience elsewhere. He specializes in accounting services and collaborates closely with his father Kevin, combining fresh perspectives with established expertise.
Questions
What accounting services do you offer?
We provide monthly financial reporting, tax preparation, business consulting, estate planning, and business formation services tailored to individual and corporate client needs.
How can I schedule a consultation?
You can book a free consultation through our website or contact us directly during business hours to arrange an appointment with our team.
Do you handle both personal and business taxes?
Yes, our team prepares both personal and corporate tax returns while providing strategic tax planning advice to minimize liabilities and maximize savings.
What areas do you serve?
We primarily serve Corona, CA and surrounding Inland Empire regions, supporting local businesses and residents with comprehensive accounting solutions.
How do you handle payment processing?
We offer an online payment portal for accounting and legal invoices, with multiple payment options available for client convenience.
Can you assist with business formation?
Yes, we guide clients through proper business entity selection and registration while emphasizing legal protections between personal and business assets.
