Kelly L. Meltzer, CPA

Kelly Meltzer is a member of the firm’s Nonprofit Taxation Services Group and has provided accounting, tax, and financial statement services for nonprofit organizations and privately held companies since 2000. She specializes in tax planning and compliance for nonprofits, including obtaining tax-exempt status and preparing IRS Form 990. Kelly’s years spent serving nonprofit clients and her years spent as CFO of a large statewide nonprofit agency have given her experience and insight into the unique needs of tax-exempt organizations.

Areas of Specialty

  • Nonprofit Tax Planning and Strategy
  • Nonprofit Tax Compliance
  • S-corporations
  • Individuals

Industry Experience

  • Public Charities
  • Churches
  • Hospitals and Healthcare Organizations
  • Social Services
  • Social Clubs
  • Business Leagues and Trade Associations
  • Private Foundations
  • Professional Services

Education

  • University of Arizona, Summa Cum Laude, Bachelor of Science in Business Administration, Accounting

Professional Associations

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants