Kelly S. Klepacki, CPA

KELLY S. KLEPACKI, CPA

KELLY S. KLEPACKI, CPA MANAGER

Kelly enjoys serving our clients as well as the AKA team by providing counsel as a tax advisor. Internally, Kelly is deeply involved with staff development as a trainer with her expertise in individual, trust and small business taxes.

As the tax manager at AKA since December 2013, Kelly's primary role has been technical compliance with some of our largest individual tax engagements, as well as training new team members and future leaders of our firm. She enjoys overseeing many clients from their individual tax accounts to their related trust and estate issues with tax planning, compliance and innovative ideas. She also reviews many small business returns and oversees the firm's compliance with deadlines.

Some of Kelly's accomplishments with the firm have included:

  • Championed AKA's new scheduling/tax tracking system
  • Assisted numerous clients with complicated estate and trust filing requirements
  • Aided a client in calculating their S corporation tax basis going back more than two decades
  • Supported clients in foreign reporting compliance issues
  • Provided tax planning for individual clients on complex tax transactions

Kelly passed the CPA exam in the top 10 of the state of Florida in 1997. As a valued member of both our Tax and Tracking Software Committees, Kelly has spearheaded the training, tax process workflow software initiatives at AKA. She has played an integral role in creating and implementing procedures and manuals for tax preparation training for new staff as well as overhauling the tax division's policies and procedures for efficient tax return preparation.

Kelly enjoys spending her free time watching her boys, Riley and John, play baseball and basketball but loves her quality time with her husband, Mike, and the boys when they travel to the beach to go boating and crabbing. She also enjoys attending the many fundraising events AKA participates in and being a part of helping others where she can.

AFFILIATIONS & EDUCATION

  • Member of the Finance Committee of St. Margaret's of Scotland, Bear, DE
  • Member of the American Institute of Certified Public Accountants
  • Member of the Delaware Society of Certified Public Accountants
  • Member of the Wilmington Tax Group
  • Bachelor's of Science in Accounting from the University of South Florida

Get In Touch

At Albero, Kupferman & Associates, we've been serving the accounting needs of WILMINGTON, DE and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily set up your initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

HOURS:

Monday-Friday: 8:30AM - 5:00PM
Saturday: Closed
Sunday: Closed

Albero, Kupferman & Associates

1701 SHALLCROSS AVENUE SUITE D,
WILMINGTON, DE 19806
T: (302) 230-7171
F: (302) 472-1700
E: info@aka-cpa.com

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