Kelly Glasgow Flaherty is a CPA who has a passion to help small businesses, start-ups, and individuals sort through a multitude of bookkeeping, accounting, tax and business advisory issues. She started her career at PricewaterhouseCoopers, LLP (PwC) in their Private Company Services group. Her clientele included small, privately owned partnerships, limited liability corporations, incorporated domestic and foreign entities, and high net worth individuals. She received her Master’s of Science in Accounting (MSA) and a Bachelor’s of Business Administration (BBA) from Southern Methodist University in Dallas, TX.
Well Team's Services and Specialties
The Well team works with both individuals and small businesses. Among other services, they provide tax planning to individuals who are starting to invest in cryptocurrency. The Well team also specializes in working with entrepreneurs starting and scaling their businesses by providing comprehensive business wellness. This includes monthly bookkeeping, business advisory, tax planning and compliance.
Corporate tax filing for emerging entrepreneurs and scaling start-ups including S-Corporations, C- Corporations, and Partnerships.
Classifying transactions, reconciling accounts and providing financial statements on a monthly basis for entrepreneurs and small businesses.
Support in managing small business compliance in the areas of payroll, sales tax, property tax, annual registrations, and business licenses.
Annual document preparation and filing any tax forms for individual or family taxpayers.
Year-round tax planning to optimally structure your finances and investments from a tax perspective.
Tax Planning Session
60-minute consultation to review taxable events that may impact your tax position. All sessions also receive an updated estimated tax schedule to help manage your liability throughout the year.
Small Business Support
A retainer that includes bookkeeping, compliance, and tax planning services. Special limited retainer available for smaller, less established start-ups.
individual tax preparation
Starts at $650
Business Tax Preparation
Starts at $850
Tax Planning Session
Small Business Support Retainer
Starts at $750/month