Business Details
Trusted Accounting and Tax Services in Glendale, CA
At Kelly & Small Certified Public Accountants Certified Public Accountants CPAs, we are committed to providing every clientlarge or smallwith the highest standards of professionalism, exceptional responsiveness, and meticulous accuracy. Our team has been helping clients in the Glendale, CA area for years, offering services for business owners, executives, and individuals. We prioritize client needs through shared values like integrity, accountability, and innovation, ensuring proactive, ethical tax strategies that maximize financial positions year-round.Our mission is to earn lifelong trust by delivering tailored solutions for tax planning, business accounting, and estate planning. With a focus on hands-on support and strategic decision-making, we help clients reduce tax exposure, manage financial complexities, and achieve long-term goals while maintaining transparency and trust.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Estate Planning
IRS Audit Representation
Highlights and features
- We offer decades of experience in tax and accounting services for businesses and individuals.
- Our team provides personalized, hands-on support tailored to client-specific needs.
- We specialize in resolving complex tax issues, including IRS audits and back taxes.
- Our services include comprehensive payroll solutions and QuickBooks expertise.
- We prioritize integrity, accountability, and innovative strategies for client success.
What people say
Best accounting people
On top of it
Honest and knowledgeable
Personalized service
Timely solutions
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We focus on maximizing deductions while maintaining compliance with IRS regulations. Clients benefit from strategic planning to minimize liabilities and avoid common pitfalls.
Payroll Services
We streamline payroll processing with customized solutions for small businesses. Services include tax reporting, direct deposits, and compliance with federal/state laws. This allows clients to focus on core operations while ensuring employee payments are handled securely and efficiently.
Estate Planning
Our estate planning services help clients structure legacies with customized strategies. We assist with wills, trusts, and tax-efficient asset transfers to protect wealth and ensure wishes are executed. This includes guidance on probate avoidance and minimizing tax burdens for heirs.
IRS Audit Representation
We provide expert representation during IRS audits, handling all communications and documentation. Our goal is to resolve disputes favorably while reducing stress for clients. This includes negotiating payment plans and addressing levies or liens.
QuickBooks Services
Our QuickBooks services optimize financial management for businesses. We offer setup, training, and troubleshooting to ensure clients leverage the softwares full capabilities. This improves accuracy in bookkeeping and supports data-driven decision-making.
People
David B. Small
Managing Partner
David Small holds a Master of Accounting from USC and has over 30 years of experience in tax and financial consulting. He specializes in real estate tax and finance, bringing expertise from roles at Coopers and Lybrand and a real estate development firm.
Tim Small
Partner
Tim Small, a CPA with a Masters in Taxation, focuses on small business and real estate tax strategy. He combines academic training with hands-on experience in bookkeeping, property management, and investment advisory services.
Alice Heefner
Senior Tax Accountant
Alice Heefner is a seasoned tax accountant with extensive experience in preparing complex returns and advising on compliance matters. She supports clients with meticulous attention to detail and personalized tax solutions.
Mark McGrail
Tax Accountant
Mark McGrail specializes in individual and business tax preparation, with a focus on accuracy and client education. He assists with resolving tax disputes and optimizing filings for maximum benefits.
Linda Devine
Executive Assistant
Linda Devine provides administrative and operational support to David Small, ensuring smooth day-to-day operations. She plays a key role in client communication and office management.
Questions
What tax planning services do you offer for small businesses?
We provide strategic tax planning to minimize liabilities, including deductions, credits, and compliance with evolving regulations.
How can you help with IRS audit representation?
We handle all IRS communications, documentation, and negotiations to resolve audits favorably and reduce client stress.
Do you offer QuickBooks training and support?
Yes, we provide setup, training, and troubleshooting to optimize QuickBooks for business financial management.
What estate planning services are available?
We assist with wills, trusts, asset transfers, and tax-efficient strategies to protect wealth and ensure client wishes are met.
How do your payroll services benefit small businesses?
Our payroll solutions handle tax reporting, compliance, and employee payments, allowing clients to focus on business growth.
