A team whose passion for numbers lets you focus on your passion.

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Marie Kelly, CPA

First and foremost, Marie is an experienced, impeccably credentialed accounting professional. Before founding Kelly CPA, she was a partner at the Southwest’s largest accounting firm, where one of her many responsibilities was overseeing the education and training of the company’s staff.

She knows her stuff.

Marie devotes the same boundless energy that has become her hallmark to a range of community causes, too. She serves on the boards of leading Dallas organizations, including The Dallas Institute of Humanities and Culture, Ursuline Academy, and the Kappa Alpha Theta Alumnae Foundation.

But it’s her entrepreneurial spirit, creativity, and a knack for supplying her clients exactly what they need to thrive that led to the founding of Kelly CPA. Marie and the whole Kelly CPA team are focused on making tax, accounting, and compliance services as efficient, clear, and hassle-free as possible.

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Lisa Weeg, CPA, Senior Tax Manager

While Lisa Weeg has an enviable track record as a certified public accountant and financial professional, she is a master when it comes to taxes. Literally. Lisa has a master’s degree in taxation and extensive experience preparing and reviewing tax returns for high-net-worth individuals, partnerships, corporations, trusts, and foundations. She is also a master manager with an eye for detail. Lisa has supervised large financial staffs, successfully coordinated as many as 50 concurrent projects, and still found time to support her community as a member of the Junior League and by serving on the board of the Palm Beach Planned Giving Council.

A native of West Palm Beach, Florida, Lisa has studied here and abroad. She has a B.S. in accounting and an M.S. in taxation. Her enthusiasm, sunny disposition, and commitment to clients and colleagues alike make her a delight to work with. Lisa and her husband recently moved to Dallas. All of us at Kelly CPA are so glad they did.

Naomi Porter, CPA, Senior Manager

With her master’s degree in finance, years of senior-level accounting experience, and a history of working with an impressive range of clients and businesses–from start-ups to billion-dollar corporations–Naomi is an accountant you can count on. She not only knows her stuff, she teaches it: Naomi speaks at client and CPE events (Continuing Professional Education), focusing on an array of financial and accounting topics. Smart, professional, and a master at what she does (literally), Naomi is perfectly suited to the uniquely entrepreneurial individuals, organizations, and businesses we serve here at Kelly CPA.

Naomi earned her B.B.A. in accounting and M.S. in finance from Texas A&M University. She’s committed to her community, too. Naomi is the treasurer at the Bridge Breast Network–where she is also on the board–and is an active member of the Texas Society of Certified Public Accountants. In her spare time (she has spare time?), Naomi enjoys long trips, good books, and live music. We certainly enjoy having her on our team.

Kyle McKay, Accounting Services Manager

Kyle is our in-house record-keeping virtuoso that also happens to be an orchestral musician! As a certified Quickbooks ProAdvisor, he is responsible for maintaining the financial records of our clients using Quickbooks Online. With an exceptional eye for detail, he has saved more than one client from the consequences of less-than-expertly prepared books and has also been known to help clean up those unpleasant accounting messes. Kyle is an energetic team player who is eager to learn about your business and ensure the accuracy of work we do for our clients. Having previously founded his own company, he understands our clients: young, creative businesses and entrepreneurial individuals.

Currently working toward his CPA certification at the University of Texas at Dallas, Kyle still finds time to pursue his passions for the arts and local organizations by serving on the board of directors for the Lewisville Lake Symphony and Lumedia Musicworks. When he is not crunching the numbers he performs with regional orchestras around the country. We are excited for the unique perspective Kyle brings to Kelly CPA. His experience provides the perfect springboard for helping our clients build a solid foundation and assess their individual record-keeping needs.

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Max Lin, CPA

With his master’s degree in accounting and a history of producing results as a skilled tax specialist, Max Lin is a brilliant addition to the Kelly CPA team. He has years of experience helping clients navigate the intricacies of all aspects of tax strategy, preparation, compliance, reporting, and auditing procedures. Add to that his keen eye for detail and an innate drive to help find the most effective, least costly solutions for his clients, and you can see why Max is a perfect match for the entrepreneurial clients we serve here at Kelly CPA.

When he’s not at the office, Max applies his impressive multitasking know-how to helping his wife keep up with their young children, playing soccer, and cooking Chinese food. Max is a fan of new technologies – he even writes his own simple computer programs to help him do what he does more accurately and efficiently. Those programs are clearly working.

Taylor Barnet, Brand Manager

What’s a Brand Manager doing at a CPA firm? In Taylor Barnet’s case, a lot: It’s her responsibility to ensure that our clients–and potential clients–are aware of all the ways Kelly CPA can help them achieve their goals. Taylor’s exceptional communication skills, limitless energy, creativity, and impressive marketing background help make that happen. She has degrees in Consumer Journalism and Music Business from the University of Georgia.

She has worked as a marketing director in the hospitality industry and managed a department at a major New York City talent agency. Here at Kelly CPA, she oversees our social media programs and business development efforts. Kelly CPA is a different kind of accounting firm; we concentrate on serving young, creative businesses and savvy individuals with whom we share a professional, yet entrepreneurial spirit. We think Taylor is the perfect choice to help us communicate our unique message.

Jenifer Chittwood, Office Manager

Jenifer Chittwood is likely to be the first person you talk to when you call or visit – and we can’t imagine a better way to make a great first impression. Jenifer has been a bank manager, a Certified QuickBooks ProAdvisor, and an executive assistant in the tax department of a major regional accounting firm. With her solid background in financial services, she understands the importance of accuracy and order in everything we do. She’s also a delight to be around.

Kelly CPA is well known for our ability to bring clarity and efficiency to our clients’ financial lives. Thanks to Jenifer Chittwood’s skill at keeping us organized, we practice what we preach.

Jenifer was born in Wilkes-Barre, Pennsylvania, but has been a proud Texan since 1983. She and her family live in North Oak Cliff where she enjoys working on her historic, 94-year-old Craftsman home and hosting gatherings of friends and family.