our people

Kelly Wilson

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CPA

Senior Manager
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Shareholder
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Charlotte, NC
Professional Overview

With over 20 years of experience in public accounting and industry, Kelly focuses primarily on corporate tax issues in the financial services industry. She provides customers with a variety of services including consolidated and multi-state income tax return preparation, quarterly estimate preparation, ASC 740 tax provision computations, and consulting.

Education, Credentials and Special Training
  • Certified Public Accountant
  • M.S., Accounting, University of Florida
  • B.S., Accounting, University of Florida
Professional Affiliations
  • American Institute of Certified Public Accountants
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