Focus on what counts

Stephen M. Kelly, CPA

Director

skelly@citrincooperman.com
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

“I love the fact that every day I get the opportunity to help and serve my clients to meet their goals.”

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.

Experience

Stephen was previously a director at KAF, which joined Citrin Cooperman in 2016.

Education & Licenses
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)

Outside The Office

Steve is an avid golfer, and lives with his wife and two daughters in Pembroke, MA.