Kelly Harper is a partner in the employee benefit plans group in our San Francisco office, where she specializes in both multi and single employer employee benefit plans.
Kelly has more than 22 years of experience in auditing employee benefit plans, including analyzing internal controls of many large administrators who handle and administer employee benefit plans. She is also knowledgeable in all of the complex tax issues that affect employee benefit plans, including preparation of exemption applications and voluntary delinquent filer programs with the Internal Revenue Service and the Department of Labor. This singularly focused experience enables her to provide clients with high-quality, cost-effective financial statement audits and timely delivery of accurate government reports, including forms 5500, 990 and 199.
Associations and Activities
- International Foundation of Employee Benefit Plans
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)