Here at JW Kelly Associates we are committed to serving the business needs of small and mid-sized companies, professional service firms, and not-for-profit organizations. This includes entities engaged in retail and wholesale, real estate and construction, medical and legal practice, as well as other privately held local and regional businesses.
The firm is particularly proud of its capacity to deliver ongoing business, tax, computer, accounting, and financial planning assistance to help companies grow and prosper.
We act as a member of our client's professional team and consistently perform work quickly, accurately, and at an appropriate fee. The firm pledges responsive personal attentiveness not only to the details of field work, but also to the high-level "Big Picture" issues that affect the client's businesses.
We work together to serve our clients with shared values, which allow us to relate to each other. These shared values provide guidance and common principles that influence the way we approach our work. These values are dedication to client service, recognition of the importance of people,commitment to quality, sense of partnership and teamwork, and financial success.
Jeanie is a current member of the AICPA and PICPA. She has extensive experience in: tax preparation and compliance; audits of non-profit entities; representation of clients with federal, state and local authorities and in providing advice and support in the daily operations of many of our clients' businesses. She's also responsible for the training and supervision of our Firm's accounting staff.
Katie Lear - provides support to all aspects of the firm and our clients. She is also our in-house payroll specialist. She graduated in the spring of 2019 with Bachelor's degree in Accounting from Chestnut Hill College and is a CPA candidate.
Lydia Stulb -Administrative Assistant - recently joined the JW Kelly team!
Thomas Talamini - Duties include bookkeeping, financial statement preparation, QuickBooks support and tax return preparation.
Pam PIttenger- is our QuickBooks expert and can help with all your QuickBooks needs!
Ann Deane - recently started with the firm. And has proven to be a great asset to our team!
No business is to small! We offer a wide variety of business services such as:
Contact us for more information
We take pride in planning for tax season. We're here to help with all of your personal tax needs throughout the year.
Other Personal services include:
We specialize in for-profit and non-profit audits in a large variety of industries.
Please contact us for more information regarding our auditing services
455 Pennsylvania Ave, Ste 128, Fort Washington, Pennsylvania 19034, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.