The best tax and accounting service organization I have seen in 30 years of paying taxes. Let's…read moreface it tax time is stressful - this business makes it easy, organized and if you have any questions, no problem, you have quick, insightful answers and the peace of mind that it is all done right.

David is a great CPA. He does bookkeeping and tax accounting/returns for my real estate investment…read morecompany. He is timely, detail-oriented, and has unparalleled integrity. His fees are reasonable, and he has a lot of tax-saving ideas. He has saved me in taxes much more than I pay him in fees.

Mindy Mindy Mindy. You are the one :)))) Look no further…read more She's really there for you. First accountant that actually picks up the phone when you need them. She's a warrior and QuickBooks is here battleground. Thanks Mindy, for transforming my business. Boom :)

When one of my tax clients was having a hard time with his QuickBooks, I referred him to Mindy and…read morethat was the best thing I could have ever done for this client. He is very happy and I am very happy with the work performed by Mindy. Rene Sarkhosh CPA

UPDATE: During my problems with them, I sent many emails…read moreto Kelly & Small with my concerns and they were met with no empathy or any offer to make it right and my last email to them was sadly just ignored but now they want to DM ... day late and a dollar short! Had a horrible experience with this place. I think they maybe used to be decent but I think they are going through something because I received horrible customer service and had a very bad experience. Would not recommend!

I've been going to Kelly & Small for my business and personal taxes for a few years now. I've…read moregreatly appreciated the friendliness and knowledge of the staff, and patience and willingness to answer any questions I have had in depth. They are honest, efficient, and as one reviewer mentioned, do take genuine interest in their clients. Thanks David Small and team for taking the stress out of taxes!

I'm not a numbers guy at all--thankfully, Chris is…read more Over the past few years, I've had a lot of inconsistent income, which always made tax season stressful--especially when I ended up owing more than expected. Chris took the time to really understand my situation, and not only was he able to get me a refund this year, he also helped review my prior returns and file amendments on past taxes to get back even more money. They may charge a bit more than some tax professionals, but when you consider how much they're able to save (and recover), it more than pays for itself. Thanks Chris!

I am a certified public accountant but when it comes to my personal taxes, I now put my trust in…read morethe expert hands of Chris over my own. I reached out to him on April 14th for help with my taxes and the attention and care he gave me made me feel like I was his only client. Such a stressful situation turned into a peaceful experience. Thanks Chris!

Definitely knows her way around bookkeeping and quickbooks! Came in at the end of the year on a…read moretight deadline and helped us clean up our books, and as an added bonus she showed us how to do some really cool things in Quickbooks that will help us going forward. Highly recommended.

From the owner: I'm a QuickBooks ProAdvisor specializing in teaching bookkeeping/accounting, QuickBooks, and Excel,…read morevirtual bookkeeping, payroll, monthly write-ups, and system design and implementation for start-ups or existing businesses. I also offer business consultation for startup businesses from writing business plans, designing a workflow and populating the office with the staff to perform it. I love teaching business owners how to read and use their financial statements to grow their profits - this way they can stay focused on what makes their business go and they can transform bookkeeping expenses into profit enhancing investments. I also love teaching future bookkeepers everything needed to get hired as or become freelance bookkeepers themselves. Utilizing my nearly 20 years of business management experience, I've helped entrepreneurs with all stages of their business, starting with entity type designation, writing a business plan, obtaining capital financing, through the design and implementation of an accounting system and hiring and training a staff. I also make Excel, Word, Power point and Adobe Acrobat (to make PDFs) easier than they appear!

Donna and her team are truly exceptional. This is honestly one of the most experienced and…read moreinsightful CPA firms I have ever worked with. Service requested: I needed help during a CPA transition, including QuickBooks Desktop and Online, personal and corporate taxes, sales taxes, 1099s, and overall business organization. From the very first meeting, Donna immediately understood my situation and clearly saw how to improve my QuickBooks setup and processes. Quality: The quality of service is outstanding. Donna is sharp, calm, extremely knowledgeable, and very clear in her explanations. She and her team truly put heart and soul into their work. They are not just technically excellent--they genuinely care about doing things the right way. Their secure portal for uploading private documents is a huge plus and gave me immediate peace of mind. Value: The value is excellent. You are paying for real expertise, experience, and thoughtful guidance--not just basic tax prep. The clarity, organization, and confidence Donna provides easily justify the cost, and honestly save time, stress, and costly mistakes in the long run. I highly recommend Donna and her team. If you are looking for a CPA firm that combines expertise, professionalism, and true human care, this is the place.

Great experience! Donna provided clear guidance on resolving a Corporate FTB status issue and a…read moresolid strategy on how to move forward efficiently. Professional, responsive, and knowledgeable as always.