Annie Kelly

Tax Advisor

(301) 221-0893
annie@anniekelly.tax
www.anniekelly.tax

As a solo tax preparer and bookkeeper, I specialize in supporting freelancers, consultants, and independent professionals who wear many hats, but don't want to wear the accounting one. I provide timely and reliable financial services that help you stay organized, compliant, and focused on growing your business.

Whether you're navigating quarterly tax estimates, reconciling expenses, or preparing for year-end filings, I bring structure to your financial chaos.

What I Offer:

• Tax preparation and planning for individuals and sole proprietors
• Monthly bookkeeping and financial reporting
• Catch-up bookkeeping and cleanup projects
• Help with accounts payable, accounts receivable, and payroll
• Support with accounting software like QuickBooks and Xero

Why Clients Choose Me:

• I understand the unique challenges of solo business owners
• I offer flexible, remote-friendly services tailored to your workflow
• I am proactive, responsive, and committed to your success

Let's make your finances feel less like a burden. Email me at annie@anniekelly.tax or call me at 301-221-0893 so we can get started.

Roberta "Annie" Kelly is an enrolled agent. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Individuals who obtain this status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.