Our Partners: Kelly Switt

KELLY SWITT*

CPA

Email:

Kelly Switt

— Practice Group:

Compliance

— Practice Group:

State & Local Tax Services

— Practice Group:

Kelly is a Partner at Porte Brown with more than twenty-three years experience providing tax consulting and accounting services for closely held businesses and individuals. She works closely with Internal Revenue Service, Illinois Department of Revenue and the other various agencies in situations where a client is under audit. Kelly is a member of Porte Brown’s State & Local Tax (SALT) Practice Group, and is also a key component in the training of new staff.

Expertise

Federal & State Income Tax Preparation

Preparation of Financial Statements

Accounting Processes, Training & Consulting

Accounting Technology & Systems Support

Compliance & Reviews

Certified Audits

Representation before Tax Agencies

Illinois Sales Tax

Multi-state Tax Research

Licenses

FINRA Series 7

FINRA Series 66

Illinois Life, Accident and Health Insurance

Education

B.S., Accounting, Elmhurst College, Elmhurst, Illinois

Certification

Certified Public Accountant

QuickBooks Pro-Advisor

Civic and Professional Involvement

Member Illinois CPA Society

Arlington Heights Chamber of Commerce

Accounting Internship Scholarship Program Coordinator

*Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures. Important Disclosures and Form CRS | Business Continuity | Online Privacy Policy Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Check the background of this firm on FINRA's FINRA's BrokerCheck.