Who We Are

Frank H. Kelly, EA

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. In the late 1980’s Frank added investment services to his client, first using annuities and life insurance and then securities. He has been Avantax Investment Services® Advisor since November, 1995. 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. In the late 1980’s Frank added investment services to his client, first using annuities and life insurance and then securities. He has been Avantax Investment Services® Advisor since November, 1995. 
Frank is the owner of Kelly Financial Services, Inc. Frank was granted the status as an Enrolled Agent in May 1989 after passing a 3 part U S Treasury exam based on federal taxation.  An Enrolled Agent is a federal designation issued by the U S Treasury to represent taxpayers before the IRS in all tax matters.  In 1992, Frank completed the National Tax Practice Institute and was awarded the designation Fellow of the National Tax Practice Institute. 
Frank holds a Series 6 Investment Company Products/Variable Contracts Representative (IR), Life Accident and Health Insurance licenses in the Commonwealth of Pennsylvania along with the FINRA licenses in several other states. 
Frank completes over 40 hours of continuing education in tax matters each year. The education has covered tax laws, small businesses, medical savings plans, and financial services. 
Frank is the Past President of the Pennsylvania Society of Tax and Accounting Professionals, Past President of the South Central Chapter – Pennsylvania Society of Tax and Accounting Professionals, past President and Founding President of the Pennsylvania Chapter – National Association of Tax Practitioners, Past Secretary for the National Association of Enrolled Agents – Education Foundation, past Board Member of the Pennsylvania Society of Enrolled Agents, Past Facility Chair of the Large Tax Practice Group and Past Volunteer EMT/EMS Captain for the New Cumberland Fire Department.  Frank currently sits on the Board of Directors of the Friends of the West Shore Theater, Inc. and is the Secretary to the Board.

Job Title – Enrolled Agent/Tax Consultant &Investment Planner
E-mail - frankkelly@kellytax.com
Phone - (717) 774-7536
Fax - (717) 774-4802

Karen Kelly

Karen is responsible for the smooth running of the office from appointments for taxes, investments, IRS resolutions issues, and investments. Karen is the Office Manager and has been on staff full time since 2004.

Karen grew up in Lower Allen Township, Camp Hill, Pennsylvania and resides in New Cumberland with her husband, Frank.

Karen enjoys spending her free time in Rehoboth Beach, Delaware. On occasion Karen will participate in group bicycle rides of lengths up to 25 miles and the Making Strides Against Breast Cancer walk on City Island in Harrisburg. Karen also walks in the Hershey chapter of the Conquering CHD Heart Walk in honor of her and Frank’s granddaughter, Alice.

Job Title – Office Manager

E-mail –  karenkelly@kellytax.com

Phone – 717-774-7536

Fax – 717-774-4802

Laura Krzykowski

Laura is responsible for the Bookkeeping and Payroll function of the Clients of Kelly Financial Services, Inc. Laura has been on the Staff of Kelly Financial Services, Inc. since October 1, 2007.

Laura lives in Duncannon, Pennsylvania with her husband. Laura enjoys spending time in the mountains, camping, reading, cross stitch and spending time with her grandchildren.

Job Title - Payroll and Bookkeeping

E-mail - laura@kellytax.com

Phone - 717-774-7536

Fax - 717-774-4802

Patrick Jeffries, EA

Patrick joined Kelly Financial Services, Inc. in 2014. He has 20+ years’ experience as a tax professional with multiple firms, and 18+ years’ experience as an investment professional, all with Avantax Investment ServicesSM (Formerly H D Vest). He has held the Enrolled Agent designation since 2003.  An Enrolled Agent is a “federally licensed tax practitioner” licensed by the U. S. Treasury.Patrick joined Kelly Financial Services, Inc. in 2014. He has 20+ years’ experience as a tax professional with multiple firms, and 18+ years’ experience as an investment professional, all with Avantax Investment ServicesSM (Formerly H D Vest). He has held the Enrolled Agent designation since 2003.  An Enrolled Agent is a “federally licensed tax practitioner” licensed by the U. S. Treasury.
Patrick’s duties include Tax Preparation, Representation, and Investment Planning. He also supports the Bookkeeping and Payroll functions at the firm, as well.
Patrick became a Fellow of The National Tax Practice Institute in 2018.  As an Enrolled Agent, Patrick specializes in taxpayer representation before the IRS. He is a member of the National Association of Enrolled Agents (NAEA), the Pennsylvania Society of Enrolled Agents (PSEA), and the Pennsylvania Society of Tax and Accounting Professionals (PSTAP).
Patrick holds Series 6 and 63 investment licenses as well as a Life and Health Insurance license. He enjoys working with clients to ensure their tax and financial needs are met as well as to plan for any potential issues or future changes which may come along.
Originally from Western Pennsylvania, Patrick has lived in New Holland, PA since 1990. In his free time he enjoys reading, NFL football, and vacationing at the beach.

Job Title -  Investment Planner and Tax Consultant 

E-mail - patrickjeffries@kellytax.com

Phone -  717-774-7536

Fax -  717-774-4802

Ashley Shrauder

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, Ashley worked at the office during tax season from 2003 – 2015.

Ashley grew up in New Cumberland, Pennsylvania and currently resides in Susquehanna Township with her husband Kyle, their daughter Alice, and their two cats, Zazzles and Sweeny Todd.

Ashley and her family enjoy traveling, especially to NYC, the beach, Disney World, and various cities to watch the Boston Red Sox play baseball. Ashley and her husband have a goal to see a baseball game played every MLB stadium! During the summer months, Ashley and her family can usually be found at Hershey Park or the beach.

Job Title – Tax and Investment Assistant

E-mail - ashleyshrauder@kellytax.com

Phone - 717-774-7536

Fax -  717-774-4802

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 leave the office.