Skip to Content
Leadership Team

Megan Kelly

CPA, MS | Senior Manager
Megan Kelly

Megan Kelley is a Senior Tax Manager with expertise in real estate partnership taxation and high-net-worth individuals. She brings a strategic approach to tax planning and compliance, ensuring her clients receive expert guidance tailored to their complex financial landscapes.

Megan holds a Master’s in Taxation and is a Certified Public Accountant (CPA) in Virginia and Maryland. She is also a graduate of the Next Level Leaders program through Towson University’s Leadership Institute, a distinction that highlights her commitment to professional growth and leadership development.

Beyond her career, Megan enjoys spending time with her husband and kids, embracing an active lifestyle by the water. Whether boating, paddleboarding, or swimming, summer is her favorite season. A former cooking blogger, she still loves experimenting with new recipes—though she looks forward to the day her kids will appreciate them! An avid reader of mystery thrillers, Megan enjoys books like Gone Girl and The Girl on the Train.

Her guiding philosophy? “Keep learning, keep growing, and always make time for the things that bring you joy.”

image description

What could you achieve with elite financial support?

Get started today with free, no-hassle financial expertise.

Back to Top