Hi, I'm Kelly M. Porter
I'm a certified tax consultant and planner with over 15 years of experience helping individuals and businesses navigate the complex world of US tax law. My mission is simple: to help you keep more of what you earn while ensuring you're always compliant.
Unlike big tax firms where you're just a number, I provide personalized attention to every client. When you work with me, you're working directly with a seasoned professional who genuinely cares about your financial success.
Professional Credentials
I've invested years in education and certifications to provide you with the highest level of expertise.
My Values
These principles guide everything I do and every client relationship I build.
Client-First Approach
Your financial well-being is my top priority. I take the time to understand your unique situation.
Continuous Learning
Tax law is always changing. I stay current so you don't have to worry about missing new opportunities.
Personal Relationships
I'm not a big firm. I'm a person who cares about your success and will be there when you need me.
Excellence & Integrity
I hold myself to the highest professional standards. Your trust is earned through consistent results.
My Journey
Key milestones in my career as a tax professional.
Earned CPA License
Passed all four CPA exams on the first attempt
Became Enrolled Agent
Earned IRS Enrolled Agent status for taxpayer representation
CFP Certification
Added Certified Financial Planner to credentials
Launched Private Practice
Started Kelly Porter Tax to provide personalized service
2,500+ Clients Served
Reached milestone of helping thousands of taxpayers
Ready to Work Together?
I'd love to learn about your tax situation and see how I can help. Schedule a free consultation today.
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