HMWC CPAs and Business Advisors

Kelley Associates, Inc., specialists in real estate and wealthy individuals, merges with HMWC

HMWC CPAs & Business Advisors (“HMWC”) is pleased to announce that Kelley Associates, Inc. has merged into the firm.  Kelley Associates, Inc. is a boutique CPA firm specializing in real estate and wealthy individuals. HMWC is a leading Orange County CPA firm that has been recognized statewide as a Top 150 firm and nationally as a Top 300 firm.

According to Steve Williams, HMWC’s managing partner, “The addition of Kelley Associates, Inc. complements HMWC’s core strengths in comprehensive and complex tax planning, and service to businesses and individuals involved in real estate transactions and ownership.  This merger adds very competent professionals as well as important clients to HMWC.”

Kelley Associates, Inc. is headed by Barbara Kelley, CPA, MST, who has over 30 years of tax and business consulting experience, including experience at Deloitte and Moss Adams.  An associate at the firm will join Kelley in the merger.  The firm’s services include real estate taxation, accounting and taxation for businesses and individuals, business advisory services, entity selection and complex estate and wealth protection planning.  A key aspect of their services is developing a full understanding of each client’s complete financial structure to insure that the client’s tax minimization plan, estate plan and asset protection plan are optimally effective.

Kelley is a member of the California Society of CPAs, American Institute of CPAs, Women in Commercial Real Estate (CREW) and a Board member of the California State University Fullerton Accounting Department Advisory Board and the Orange County Estate Planning Council Board. She is also involved in the community through her volunteer work with 44 Women for Orangewood, Share Our Strength and as an Officer of the Orange County Women’s Sailing Association.