Kelly Meltzer is a Tax Senior Manager for BeachFleischman, where she serves as a member of the firm’s Nonprofit Practice Group. Kelly has over 20 years of experience working in public accounting, and she provides accounting, tax, and financial statement services for nonprofit organizations and privately held companies. Additionally, Kelly 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. Kelly is a Certified Public Accountant licensed to practice in Arizona.
Areas of Specialty
- Individuals
- Nonprofit Tax Compliance
- Nonprofit Tax Planning and Strategy
- S Corporations
Industry Experience
- Business Leagues and Trade Associations
- Churches
- Hospitals and Healthcare Organizations
- Private Foundations
- Professional Services
- Public Charities
- Social Clubs
- Social 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