How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Frank H. Kelly, EA
Enrolled Agent/Tax Consultant/Registered Representative
717-774-4802
Frank H. Kelly, EA began his practice in taxation in January 1981. Over the next several years, Frank added accounting and payroll services to the practice (continues ...)
Karen Kelly
Office Manager
717-774-4802
Karen is responsible for the smooth running of the office from appointments for taxes, investments, IRS resolutions issues and investments (continues ...)
Ashley Shrauder
Tax and Investment Assistant
717-774-4802
Ashley is responsible for the setting of appointments for taxes, investments, IRS resolutions issues, and investments. Ashley is the Tax and Investment Assistant for our office. Before joining our staff full-time in the summer of 2015,...
The Real Bosses
The boys have been with us since October 2016. They are “brothers” from the same litter. Macalan (black) and Guinness (chocolate) both are very friendly. They will greet you upon arrival and say goodbye to you when you...
Dwight Smith
Accounting and Payroll
717-774-4802
Kaitlyn Frey
Administrative Assistant
717-774-4802