Business Details
Your Trusted CPA Partner in Glendale
At Kelly & Small, we are committed to delivering the highest standards of professionalism, exceptional responsiveness, and meticulous accuracy to every client, regardless of size. With decades of combined experience, our team of certified public accountants has been serving the financial needs of individuals and businesses in Glendale, CA, and surrounding areas for years. We specialize in proactive, ethical tax strategy that maximizes your position year-round, turning complexity into clear, defensible savings. Our expertise spans tax preparation, IRS audit representation, business accounting, and personalized financial planning, all underpinned by a client-obsessed approach that prioritizes long-term trust and value.We uphold the highest standards of integrity, innovation, and accountability, ensuring our clients receive tailored solutions that align with their unique goals. Backed by a proven track record of resolving complex tax issues and optimizing financial outcomes, we are recognized as a trusted partner for both individuals and businesses seeking reliable, expert guidance.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Payroll Solutions
Tax Planning
Estate Planning
Business Accounting
IRS Payment Plans
Highlights and features
- We offer IRS audit representation to protect your interests during tax disputes.
- Our team provides tailored QuickBooks solutions for small business efficiency.
- We deliver personalized payroll services to save you time and reduce administrative burdens.
- Our tax planning strategies legally minimize liabilities while maximizing long-term savings.
- We combine decades of experience with a client-first approach to financial problem-solving.
What people say
Honest and knowledgeable
Resolved tax problems
Personalized guidance
Timely and professional
Trusted financial partner
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings tailored to your financial situation. We identify overlooked deductions and credits to minimize liabilities while maximizing refunds. Clients receive personalized guidance to optimize withholding strategies and avoid common pitfalls, ensuring peace of mind during tax season.
IRS Audit Representation
We handle all IRS audit communications, protecting your rights and reducing stress. Our team prepares documentation, negotiates with auditors, and ensures fair outcomes. By leveraging our expertise, clients avoid costly mistakes and maintain compliance without sacrificing time or business operations.
QuickBooks Services
Our QuickBooks specialists optimize software usage for small businesses. Services include setup, training, and troubleshooting to streamline financial management. We ensure accurate bookkeeping, efficient reporting, and full utilization of features like payroll integration and tax tracking.
Payroll Solutions
We simplify payroll processing with customized solutions for businesses of all sizes. Our services cover tax compliance, direct deposits, and year-end reporting. Clients benefit from reduced administrative burdens and guaranteed adherence to evolving labor and tax regulations.
Tax Planning
Proactive tax planning minimizes liabilities through legal strategies tailored to your financial goals. We analyze income, investments, and business structures to defer taxes, reduce penalties, and optimize deductions. Clients receive ongoing guidance to adapt to changing laws and life circumstances.
People
David Small
CPA
David Small is a certified public accountant with decades of experience resolving complex tax issues. He specializes in IRS negotiations, strategic tax planning, and small business accounting, prioritizing client education and long-term financial health.
Kelly Small
CPA
Kelly Small co-founded the firm with a focus on personalized financial solutions. Her expertise includes estate planning, QuickBooks optimization, and audit defense. She emphasizes transparency and proactive communication to build lasting client relationships.
Questions
What tax services do you offer for individuals?
We provide tax preparation, audit representation, and strategic planning for individuals, focusing on maximizing refunds and minimizing liabilities through legal deductions and credits.
How can you help businesses with payroll challenges?
Our payroll solutions handle tax compliance, direct deposits, and reporting, allowing business owners to focus on operations while ensuring accurate, timely payments.
Do you assist with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, and training to ensure businesses utilize the software effectively for accounting and financial management.
What options exist for resolving back taxes?
We negotiate IRS payment plans, offers in compromise, and penalty abatements to resolve back tax debts while minimizing financial impact.
How do you approach estate planning?
Our estate planning services create customized strategies to protect assets, ensure legacy goals, and provide clear directives for wealth transfer across generations.
