Thousand Oaks, CA CPA / Michael P Kelly, CPA

Welcome

Welcome to my website. I have grown my business over the 20+ years I have been in business by caring about my clients. Pretty simple stuff really... I treat each and every client as if they are a member of my own family. I invite you to look around my website. You will not see the standard verbage plastered about because I actually update my website with my own words and my own thoughts.

Services

I offer tax preparation services, bookkeeping, audit representation (God forbid) and financial planning. I am also a Registered Investment Advisor. I love that part of my job. Taxes are very important and also very boring. Investment management is very important and very exciting.

Our Firm

My firm consists of me and four 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.

Free Reports and Newsletters

I subscribe to a service that provides monthly newsletters. I read them and edit them before you see them, and for the most part they are good and worth reading. You can read them here or sign up for email delivery. They are designed to make you think.

Tools and Resources

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax return, or simply send us an Email telling us your thoughts on our website.