Lori K. Kelley, CPA

Lori K. Kelley, CPA

Lori Kelley has been with the Firm since 1994 and is a Member in the Firm’s Tax Division. She concentrates on areas of income tax planning for businesses, individuals and tax-exempt organizations. She also advises regarding retirement and estate planning as well as business consulting. Lori resides in Fort Walton Beach, Florida with her husband.

Education

  • Bachelor of Arts in Accounting
    University of West Florida, Pensacola, FL

Professional Affiliations

  • Accounting & Financial Women’s Alliance, Past National President (2017-18)
  • Athena International Award Recipient, 2008
  • Top 12 Business Women of 2009, Emerald Ladies Journal
  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants

Community Involvement

  • Northwest Florida State College Board of Trustees
  • Northwest Florida State College Foundation, Past President
  • Niceville – Valparaiso Chamber of Commerce, Past Chair
  • Walton County Chamber of Commerce, Past Chair
  • Emerald Ladies Journal, Emerald Lady, June 2008
  • 2001 Honorary Commander, 58th Fighter Squadron, Eglin Air Force Base

Ask Me About

  • Tax planning and navigating through the tax code for your business and individual needs
  • Becoming your business partner—from QuickBooks support to preparation of monthly financial statements and operating as your CFO
  • My love of all things baseball—from statistics and scoring the game to my goal of seeing a game in every MLB park in the country
  • Why my husband and I travel all over the country to check out craft beer breweries
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