Kellie Kilgore

CERTIFIED PUBLIC ACCOUNTANT

Photo by PSAvila

Kellie Kilgore

CERTIFIED PUBLIC ACCOUNTANT

Photo by PSAvila

Specializing in quality tax services for individuals, closely held businesses, trusts and estates. 

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Kellie Kilgore, CPA & Owner

Kellie is originally from upstate New York. She attended Humboldt State University where she received a Bachelor of Science degree in Business Administration with an emphasis in Accounting.  She began her career in Sacramento and worked as a tax accountant for a local CPA firm while earning her CPA certificate.

Before starting her own practice, Kellie also worked as a tax accountant for a large real estate developer, becoming experienced in accounting for real estate entities, partnerships, and their related tax issues.  She was the consultant on numerous 1031 exchanges for the real estate developer and property management company.

When she is not happily preparing your tax return, Kellie enjoys hiking, kayaking, travel, and rueda dancing. She is an avid fan of the SF Giants, San Antonio Spurs, and  local theater groups.

Professional Organizations:
Member- California Society of Certified Public Accountants

Services

Tax Services

Individuals

Partnerships LLCs

Single-Member LLCs

S & C Corporations

Estates & Trusts (Form 1041)

Additional Services

Assistance to individuals and entities in structuring 1031 tax-free exchanges

Depreciation schedule preparation

Accounting & bookkeeping assistance

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Resources

The following resources are provided for clients to use in their own financial planning: 

Records Retention Guide

Please refer to the following suggested guidelines for records retention. We have listed both business and individual records.  Take note of the records that should be kept permanently in a safe place.  Generally, both manual and computer kept records have the same required retention period.

Click to Download PDF of Records Retention Guide

Contact

3426 American River Dr, Suite A Sacramento, CA 95864
kellie@kelliekilgorecpa.com
F: 916-929-4186