KELLY MAYER

CPA 
TAX MANAGER

Kelly Mayer is a Tax Manager at Restivo Monacelli, an innovative tax, accounting and business advisory firm with offices in Providence, RI and Boca Raton, FL.

 

As a Certified Public Accountant (CPA) with a decade of Public Accounting experience in the areas of Tax, Financial Reporting, General Accounting and Audit, Kelly manages client relations and leads a team of Senior and Staff Accountants on a variety of client engagements. In addition, she serves as a mentor to new and junior-level staff, providing training and professional development in order to build their leadership and technical skills.

 

Her profound expertise spans numerous industries and diverse business structures, including Real Estate, Healthcare, Pharmaceutical, Family Investment and start-ups. Clients turn to Kelly to provide deep analysis of their financial position, plan and prepare mid-year and year-end tax returns and financial statements, and drive tax savings by leveraging her extensive knowledge, research and planning on federal and state tax issues.

 

Kelly graduated Summa Cum Laude from East Stroudsburg University of Pennsylvania and worked at firms in Pennsylvania and New Jersey /Metropolitan New York prior to joining Restivo Monacelli in 2020. She is also a classically trained musician and earned a Bachelor of Music with a concentration in Vocals and Guitar from Grove City College in Pennsylvania.

AREAS OF EXPERTISE

  • Tax research and compliance services for multi-state corporations, partnerships, and individuals

  • Tax Forms and IRS Codes, including tax Forms 1120, 1120S, 1040, 1041, & 1065, among various other supporting forms

  • GAAP financial statements, procedures and analysis

  • Month-end closings, developing and maintaining books and records, performing bank reconciliations, evaluating trial balances, and providing analytics

  • Tax preparation review, supervision and filings for corporations, partnerships, individuals, and fiduciary duties

  • Communication and resolution with the IRS and state tax authorities on behalf of clients