Welcome New Members of our Board!

Kelly started the firm in 2020 after spending 15 years working in national and regional accounting firms.  Kelly loves working closely and comprehensively with her clients, which often include closely-held businesses and their owners, individuals, and estates and trusts. Kelly has successfully represented her clients in various audits with both the IRS as well as state and local jurisdictions.  Kelly is often an integral part of a client's professional advisory team, including attorneys, financial advisors, insurance brokers, bankers, etc.  Kelly has found that a team approach is crucial in order to maximize efficiencies and achieve comprehensive client goals. Kelly also has a passion for helping businesses and individuals that have gotten into difficult situations with the IRS.  She has had great success advocating for her clients in penalty abatement requests, offers in compromise, and taxpayer advocate cases.  Kelly believes there is a real art to this work and she finds that a childhood passion for helping the underserved and those in need often fuels her in these types of engagements.

 For years his Linkedin headline read "World’s Most Handsome Social Media & Content Marketing Strategist." But today he prefers to go by another title: Superhero. Jeff Gibbard is the Founder of The Superhero Institute, a training, and development company that shows people how to be super and human at work and in life. Using a combination of his proprietary Superhuman Framework and the Superhero Code of Ethics, Jeff reveals the inner workings and simple strategies that unlock the heroic potential of leadership, communication, strategy, and enduring growth. Jeff took a hard pivot in 2019 after more than a decade of work in the Social Media industry and is now on a mission to help rehumanize the online world, inspire the next wave of extraordinary leaders, and give every human being access to the tools and training they need to be more strategic, thoughtful, and effective. Jeff's career has brought him face-to-face with companies large and small, engaged and disengaged, ethical and, eh, *not so much*. From these experiences, Jeff has developed an insightful and strategic mind that is always balancing the interests of business with the more important interests of people and the greater good. He is a graduate of Temple University and earned his MBA from Drexel University. He's an expert strategist, dynamic keynote speaker, and the host of the popular podcast Shareable.