Welcome To Michael P. Kelly, C.P.A.
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Services

Our firm offers tax preparation services, bookkeeping and audit representation (God forbid). I am also a Registered Investment Adviser and offer financial planning and investment management services under a separate entity: Airgead Clann, LLC. (www.airgeadclann.net).

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Bookkeeping

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we'll do the following things for you:

  • Reconcile your bank account
  • Generate an Income Statement
  • Generate a Balance Sheet
  • Clean up your General Ledger
  • Provide unlimited consultation

Financial Planning

Building and preserving your personal wealth requires specialized attention. Under our LLC, Airgead Clann, we provide the guidance necessary to construct a comprehensive financial plan that helps manage risk, plan for your future needs, and sustain the longevity and legacy of your wealth.

About

I have grown my business over the last 30 years by caring about my clients. It’s pretty simple really, I treat each and every client as if they are a member of my own family.

  • 1977-1980

    Our Humble Beginnings

    I received my Bachelor of Arts in Business Economics from the University of California Santa Barbara in 1977, and became a Certified Public Accountant in 1980.

  • 1982

    An Agency is Born

    Details and correct date to be added later.

  • 2005

    Transition to Full Service

    In 2005 I received my Registered Investment Advisor certification.

  • 2010

    Investment Advisor

    In the summer of 2010 we created an LLC under which we now conduct our money management business. In staying with the theme of our family business and channeling our Irish roots, we chose Airgead Clann which is Gaelic for Money Family.

  • Be Part
    Of Our
    Story!

Our Amazing Team

My firm consists of myself and three staff employees. My motto is simple: take care of my clients. I hate making mistakes, so I have designed systems to check every work product several times before it leaves my office. I assign tasks to appropriate personnel at the lowest billing rates and never create projects only for my benefit.

Michael Kelly

Owner

Your money belongs to you. Don't you ever forget that.

Quoting Arthur Godfrey can best sum up the expression of my tax philosophy:

"I am proud to be a tax paying American -- only I could be just as proud paying half the money."

"For thy sweet love remembered, such wealth brings, that then I scorn to change my place with Kings."

William Shakespeare's Sonnet #29

Jennifer Wilhite

Office Manager

Jen graduated from Cal State Northridge in 2009. She joined our team as a Tax Preparer in 2014, and picked up more duties as a Bookkeeper and Office Manager early in 2015.

Kaitlyn Kelly

Tax Preparer

My daughter, Kaitlyn, graduated from Cal State Northridge University in 2008 and has worked as a tax preparer for us ever since. Her experience with tax returns and her calm demeanor keep everyone sane during tax season.

Sean Kelly

Financial Analyst

My son, Sean, graduated with Honors from UCSD in 2005 with a B.S. in Economics. He leads the efforts of our LLC in establishing and servicing financial plans for our clients. He manages all of our portfolios, trading strategies, and market research.

Contact Us

Need a tax preparer, or financial advice? Let us know!

Michael P Kelly, CPA
223 East Thousand Oaks Blvd. Suite 215
Thousand Oaks, CA 91360
P: (805) 496-9060
F: (805) 496-9590