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Your financial well-being is our top priority

Our Mission

Kelly & Small, Certified Public Accountants, LLP is dedicated to empowering businesses and individuals to achieve financial success through personalized guidance, tailored solutions, and unwavering support. We value attention, integrity, and open communication, building lasting relationships with our clients.

Who We Are

Founded in the Glendale, CA area, our team of experienced and certified professionals boasts deep expertise in tax planning, accounting, and financial advisory services. We are passionate about helping clients navigate financial complexities, optimize performance, and achieve their financial goals.

Our Expertise

Our comprehensive services encompass:

Tax Services

  • Tax preparation and filing assistance
  • Tax planning and consulting
  • IRS audit representation
  • Payment plan negotiations
  • Assistance with unfiled taxes and back taxes owed

Business Services

  • Full-service bookkeeping and accounting solutions
  • Business consulting and advisory services
  • Succession planning and governance guidance
  • Part-time CFO services

Technology & Expertise

  • QuickBooks setup, training, and support
  • Business and personal financial planning
  • Financial analysis and budgeting
  • Risk management and compliance assessments

Core Values

  • Client-centeredity: We prioritize understanding your needs and delivering personalized solutions.
  • Integrity: We adhere to the highest ethical and professional standards.
  • Continuous learning: We stay updated on the latest tax laws and accounting practices.
  • Communication: We believe in open and transparent communication with our clients.

Our Approach

We take a personalized and collaborative approach to every engagement. We listen actively to understand your unique needs, challenges, and goals. We then develop a customized plan designed to address your specific situation and achieve desired outcomes.

Why Choose Kelly & Small?

  • Experienced and certified professionals
  • Personalized and tailored solutions
  • Client-focused approach and collaborative communication
  • Commitment to integrity and ethical practices
  • Proven track record of success in diverse industries
Reviews
Positive: The accounting firm has been praised for its professionalism, friendliness, and expertise.

Overview

Kelly & Small accounting firm has received excellent reviews from its clients, who have praised the firm's professionalism, friendliness, and expert service.

Professional Service

The firm has been providing professional and friendly service for over 20 years, according to Elvia Hidalgo. The company's staff, including Kelly & Small, have been praised for their professionalism and understanding. Matthew Coltrin, an executor, was particularly impressed with the firm's handling of his mom's personal and trust returns after her passing.

Highly Recommended

All the reviewers have highly recommended Kelly & Small accounting firm, citing its warm and knowledgeable staff. K. MacK has been with the firm for decades and cannot speak highly enough about its services. Patty McInnish has been using the firm for years and praises David's thoroughness and friendliness.

Conclusion

Kelly & Small accounting firm has earned an impressive record of excellence, with clients praising its professionalism, friendliness, and expertise. The firm has demonstrated a commitment to providing exceptional service, earning the loyalty of its clients.

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