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

Marie Kelly

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.

Lisa Weeg

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

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, 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

Kyle McKay, Accounting Services Manager

Kyle is a record-keeping virtuoso who also happens to be a talented orchestral musician. As a certified Quickbooks ProAdvisor, he’s responsible for maintaining our clients’ financial records. With his exceptional eye for detail and a knack for cleaning up accounting messes, he’s helped save more than one Kelly CPA client from the unpleasant consequences of details missed by former accounting firms. Kyle is eager to learn everything he can about our clients’ businesses and is always looking for new ways to ensure the accuracy of the work we do. As a former business owner, he really gets the creative, entrepreneurial individuals and companies we serve.

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 the organizations that support them. He performs with regional orchestras around the country and serves on the board the Lewisville Lake Symphony. We’re grateful for the uniquely artful perspective Kyle brings to Kelly CPA.

Sara Khan

Sara Khan, Tax Senior

There are a number of ways to describe Sara Khan: smart, cultured, diligent, engaging…, but ‘accomplished’ really says it best. Sara is a seasoned tax accountant with experience working at world-class firms like EY, Intuit, and H&R Block. She is an enrolled agent–a person who has earned the privilege of representing taxpayers before the Internal Revenue Service–and has completed extensive CPA and CFA (Chartered Financial Analyst) training. Sara has applied for her CPA license and passed two levels of CFA exams. With her years of experience managing personal and corporate taxes for a wide range of clients, she’s ideally suited to help the people we serve navigate the complexities of tax planning, compliance, and preparation.

When not at work, Sara enjoys bike rides through the neighborhood with her son and two daughters. Her holidays are often devoted to nature travel. And she volunteers her time and energies to help feed the hungry and support interfaith programs in her community. We’re so happy Sara chose to join Kelly CPA.

JeffFoster

Jeff Foster, Accounting Services

Jeff Foster helps us manage the bookkeeping needs of our monthly accounting clients. With his rich background in sales, marketing, management, and disaster relief (yes, you read that right, Jeff was an operations manager at Gulf Coast Disaster Relief in Houston), he’s the perfect match for the entrepreneurial individuals and businesses we serve here at Kelly CPA. An entrepreneur himself, Jeff is organized, service-oriented, and a master at handling pressure (disaster relief, remember?). We’re delighted to have him on our team. Our clients are, too.

Jeff has a B.B.A. in accounting from the University of Texas at Arlington. He and his wife both ride motorcycles, enjoy grilling, love to travel (and especially enjoy coming home to their three dogs, Seis, Cleopatra, and Cali). In their spare time, Jeff and his wife own and operate “Cheese and Chutney,” a specialty cheese and gift shop here in Dallas.

Max Lin

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.

Lisa_Wills

Lisa Wills, Tax Concierge

A concierge at an accounting firm? Well, yes–at this accounting firm, anyway. Kelly CPA is known for delivering an exceptional level of service to our clients. And with Lisa Wills’ years of experience managing and organizing operations, workflow, and customer services at companies like Charter Communications and T-Mobile, we can’t imagine a better person for the role. As our concierge, Lisa welcomes new clients to Kelly CPA and helps determine the most effective and efficient ways the firm can serve them. Smart, organized, and engaging, Lisa is always available to ensure our clients receive the responsive, hassle-free support they know they can count on from us.

When not at work, Lisa and her wife enjoy travelling, exploring art galleries, and shopping. She has a passion for sports and fashion, and she’s a great cook, too. (With an exceptionally welcoming and well-organized kitchen!)

Jenifer_Chittwood

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.