Frank Kelly, EA
Kelly Financial Services Inc
Frank H. Kelly, EA began his tax practice in January 1981. Over the next several years, Frank added accounting and payroll services to the practice. In the late 1980’s Frank added investment services to his client, first using annuities and life insurance and then securities. Frank is a licensed representative of H. D. Vest Investment Services, Inc.
Frank is the principal of Kelly Financial Services, Inc. he holds the following licenses, credentials or fellowships:
NASD Licenses 6 and 26
Life Accident and Health Insurance licenses – PA
NASD licenses in several other states.
Enrolled Agent designation from the IRS in 1989
NTPI Fellow Awarded June 1992
Frank acquired the following credentials from the National Society of Accountants - Accredited Business Advisor.
Frank has served on the following Committees and Organizations:
Past President of Pennsylvania Society of Tax & Accounting Professionals 2015-2016
Secretary of the Pennsylvania Society of Public Accountants – 2009 to 2013
Joint Education Committee of the Central/South Central Chapter of PSPA – 2007 to current
Past South Central Pennsylvania Chapter Director of H D Vest – 2004 – 2009 and from 2014 to current
Past President of the South Central Chapter – Pennsylvania Society of Public Accountants 2007-2009
Organizing Chair and Past President of the Pennsylvania Chapter – National Association of Tax Practitioners - 1985-1987, 1987-1989
Past Secretary for the National Association of Enrolled Agents – Education Foundation 1994-1995
Past Board Member of the Pennsylvania Society of Enrolled Agents -
Facility Chair of the Large Tax Practice Group – 2004-2009
New Cumberland Fire Department – Treasurer 2005 – 2008, EMS Officer 1993 – 1995, volunteer EMT 1989 - 1999
Frank has spoken as a speaker for the PSTAP, VA Society of Tax & Accounting Professionals and Maryland Society of Accounting & Tax Professionals and at various PSTAP Chapters.
Frank’s hobbies include deep sea fishing, bicycling, golfing and kayaking.