Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Glendale, CA
At Kelly & Small Certified Public Accountants, Certified Public Accountants, we have dedicated ourselves to delivering exceptional accounting and tax services to clients in Glendale, CA, and beyond. Our firm combines decades of experience with a commitment to personalized service, ensuring meticulous accuracy and proactive financial strategies tailored to each client's unique needs. Founded on principles of integrity and client-centric values, we specialize in tax planning, IRS representation, business accounting, and estate planning, helping individuals and businesses navigate complex financial landscapes with confidence.Our team of certified professionals stays at the forefront of industry developments to provide innovative solutions that maximize savings, ensure compliance, and foster long-term financial success. With a track record of trust built over years of service, we pride ourselves on maintaining the highest standards of professionalism while offering hands-on support that empowers clients to focus on their core objectives.
Services
Tax Preparation
IRS Audit Representation
Payroll Services
QuickBooks Support
Estate Planning
Business Accounting
Tax Planning
IRS Payment Plans
Bookkeeping
Financial Consulting
Details
- Year established: 1987
Highlights and features
- We offer decades of experience in accounting and tax services for businesses and individuals.
- Our team provides personalized IRS audit representation and tax resolution strategies.
- We deliver customized payroll and QuickBooks solutions tailored to business needs.
- Our estate planning services ensure asset protection and legacy preservation.
- We combine technical expertise with responsive, client-focused service for all financial needs.
What people say
Exceptional professionalism
IRS resolution success
Reliable bookkeeping
Personalized service
Long-term trust
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We specialize in maximizing deductions while maintaining compliance with evolving tax regulations. Clients benefit from strategic planning that minimizes liabilities and avoids common filing errors.
IRS Audit Representation
We provide expert IRS audit representation to protect clients during tax examinations. Our team handles all communication with tax authorities, ensuring proper documentation and legal compliance. This service reduces stress and improves outcomes through proactive defense strategies.
Payroll Services
Our comprehensive payroll solutions handle employee payments, tax withholdings, and regulatory filings. We ensure compliance with tax laws while saving businesses time through automated processes and accurate reporting for federal, state, and local requirements.
Estate Planning
We create customized estate plans to protect assets and ensure proper distribution. Services include wills, trusts, and tax-efficient strategies that address probate avoidance and intergenerational wealth transfer while aligning with clients' long-term financial goals.
QuickBooks Support
Our QuickBooks specialists offer setup, training, and optimization services to improve financial management. We help businesses leverage software features for better cash flow tracking, expense management, and financial reporting tailored to their operational needs.
People
David B. Small
Managing Partner
David Small is a CPA with over 35 years of experience in tax and financial consulting. He holds degrees from the University of Southern California and previously worked at Coopers and Lybrand before founding Kelly & Small Certified Public Accountants, Certified Public Accountants CPAs.
Tim Small
Partner
Tim Small specializes in tax strategy for small businesses and real estate investors. He brings operational experience from property management and investment advisory roles to complement his accounting expertise.
Alice Heefner
Senior Tax Accountant
Alice Heefner provides expert tax preparation and consulting services with a focus on accuracy and client education. Her experience spans multiple industries and complex tax situations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses.
How can you help with IRS tax problems?
Our firm specializes in IRS audit representation, payment plans, and tax debt resolution strategies to resolve back taxes and liens.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and optimization services to ensure efficient financial management.
What estate planning services are available?
We offer customized estate planning solutions including wills, trusts, and asset protection strategies to preserve wealth for future generations.
How do you handle payroll tax compliance?
We manage payroll tax filings, deposits, and reporting to ensure compliance with federal, state, and local regulations.
