SPECIALISTS

Stephen M. Kelly

Director, Citrin Cooperman Advisors LLC

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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 M. Kelly today.

Fill out the form below to get in direct contact with Stephen M. Kelly and start your personalized consultation journey.

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* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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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Get in touch with Stephen M. Kelly today.

Fill out the form below to get in direct contact with Stephen M. Kelly and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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Home Office
icon MASSACHUSETTS Suite 300: T: (781) 356-2000