SPECIALISTS
Stephen M. Kelly
Director, Citrin Cooperman Advisors LLC
Experience
Stephen Kelly is a director in Citrin Cooperman’s Audit Group with over 15 years of experience providing accounting, audit, tax, and business advisory services to a variety of industries, including manufacturing/distribution, construction, and healthcare. Stephen has extensive experience with employee benefit plans, auditing single-employer defined contribution 401(k) plans and benefit plans, and advising clients on 401(k) and pension plan compliance. He also provides consulting to identify ways to reduce administrative costs within these plans.
Stephen was previously a director at KAF, which joined Citrin Cooperman in 2016.
CREDENTIALS
Education
Bachelor of Science in Business Administration with a Concentration in Accounting, University of Massachusetts Boston
Licenses
Certified Public Accountant in the Commonwealth of Massachusetts
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MSCPA)
WORK-LIFE BALANCE
Outside the Office
Steve is an avid golfer, and lives with his wife and two daughters in Pembroke, MA.
Get in Touch with Stephen Today
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I love the fact that every day I get the opportunity to help and serve my clients to meet their goals.
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