Kelly has more than 25 years' experience in managing, owning, and consulting with small businesses, and has been a licensed CPA for 24 years. She was a member of the Oak Hills Local School District Finance Committee for 10 years, she served on the Delhi Township Business Task Force for its duration, and served two terms on the Delhi Township Financial Advisory Board.
Kelly enjoys reading, baking, and spending time with her family. She is a member of the National Society of Accountants and the National Association of Tax Professionals. Kelly enjoys client contact and helping business owners understand their financial statements.
Kelly enjoys reading, baking, and spending time with her family. She is a member of the National Society of Accountants and the National Association of Tax Professionals. Kelly enjoys client contact and helping business owners understand their financial statements.
Services
Before beginning work on ALL 2020 tax returns, we need a signed Engagement Letter and completed Basic Questionnaire.
Has self employment income, income from "side jobs, " or other income (such as from ride sharing, Airbnb, etc.)
Returning clients should have received an email from Verifyle to sign the Engagement Letter digitally (Verifyle instructions).
New clients can print and manually sign the Engagement Letter or e-mail us and we'll send a copy through Verifyle.
Instructions for using Verifyle.
Has self employment income, income from "side jobs, " or other income (such as from ride sharing, Airbnb, etc.)
Returning clients should have received an email from Verifyle to sign the Engagement Letter digitally (Verifyle instructions).
New clients can print and manually sign the Engagement Letter or e-mail us and we'll send a copy through Verifyle.
Instructions for using Verifyle.
Oakes CPAs stays on top of tax law changes and provides comprehensive tax services for individuals and businesses.
These services include tax planning, preparation, filing and e-filing, and problem resolution.
We've assembled this convenient list of tax documents you'll need to bring or send for tax preparation.
These services include tax planning, preparation, filing and e-filing, and problem resolution.
We've assembled this convenient list of tax documents you'll need to bring or send for tax preparation.
Our compilation service include statements of Revenues and Expenses, as well as Assets, Liabilities, and Equity with a standard compilation report suitable for internal or external use.
This service is tailored to each client's needs and can include bank reconciliations, sales tax filing, workers' compensation reporting, the annual business tax return, a significant discount on owners' or members' income tax returns, or any other desired services.
Compilations are done monthly or quarterly depending upon the complexity of the business and the needs of the client.
This service is tailored to each client's needs and can include bank reconciliations, sales tax filing, workers' compensation reporting, the annual business tax return, a significant discount on owners' or members' income tax returns, or any other desired services.
Compilations are done monthly or quarterly depending upon the complexity of the business and the needs of the client.
When paying employees, there are significant number of tax requirements.
Penalties for late filing or payment and/or failure to file or pay can be costly.
Oakes CPAs knows the ropes and provides comprehensive payroll services.
This includes new hire reporting, payroll tax filings and payments, direct deposit or check printing, and W-2's.
We offer reasonable, no surprises pricing based on pay frequency, number of employees, and number of states or other withholdings.
We can also provide your employees secure online access to pay stubs.
Penalties for late filing or payment and/or failure to file or pay can be costly.
Oakes CPAs knows the ropes and provides comprehensive payroll services.
This includes new hire reporting, payroll tax filings and payments, direct deposit or check printing, and W-2's.
We offer reasonable, no surprises pricing based on pay frequency, number of employees, and number of states or other withholdings.
We can also provide your employees secure online access to pay stubs.
When paying employees, there are significant number of tax requirements.
Penalties for late filing or payment and/or failure to file or pay can be very costly.
The following guide is general, and when a taxing authority issues you a notice indicating a shorter filing or payment time frame, you are required to abide by it.
State unemployment is typically paid quarterly and is calculated by multiplying your employer rate by the taxable wages paid for the quarter to each employee.
Employer rates vary widely based on many factors and are assigned annually to each employer by their state.
Penalties for late filing or payment and/or failure to file or pay can be very costly.
The following guide is general, and when a taxing authority issues you a notice indicating a shorter filing or payment time frame, you are required to abide by it.
State unemployment is typically paid quarterly and is calculated by multiplying your employer rate by the taxable wages paid for the quarter to each employee.
Employer rates vary widely based on many factors and are assigned annually to each employer by their state.
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