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KELLEY ASSOCIATES, INC.

23705 Birtcher Drive

Lake Forest, CA 92630

Phone: 949.455.1700

Fax: 949.455.1707  

E-mail:  barbara@kelleyassociates.com

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The professionals at KELLEY ASSOCIATES INC specialize in real estate taxation, accounting and taxation for businesses and individuals, business advisory services, entity selection and complex estate and wealth protection planning.  We focus on having a full understanding of our client's complete financial structure to insure that each client's tax minimization plan, estate plan and asset protection plan are in harmony. Barbara Kelley, CPA, MST is President of Kelley Associates, Inc. and has over 20 years of tax and business consulting experience. She is a dedicated professional who works with individuals and owners of businesses to solve problems and to strategize to minimize the impact of taxes. Barbara is a member of many professional organizations, including the California Society of CPAs, American Institute of CPAs, Women in Commercial Real Estate (CREW) and the Orange Coast Estate Planning Council. She is also involved in the community through her volunteer work with Families Forward and the Saddleback Optimist Club.

Contact:  Barbara Kelley, CPA, MST / Tele: (949) 455-1700, Fax: (949) 455-1707, E-mail: barbara@kelleyassociates.com  

Driving directions to our office from Los Angeles: Take the 405 Freeway or the 5 Freeway South to the Lake Forest Drive Exit (the Lake Forest Drive Exit is South of where the 405 and 5 Freeways merge). Turn left onto Lake Forest Drive and continue to Aspan (second stop light). Turn left on Aspan. Travel approximately one-quarter mile, then turn left into the Lake Forest Business Park. Drive straight into the business park, then turn right at the flag pole and continue to the end. Park anywhere. The address number of 23705 is displayed in the signage above the extrance of the building.

Driving directions to our office from San Diego: Take the 5 Freeway North to the Lake Forest Drive Exit. Turn right onto Lake Forest Drive and continue to Aspan (second stop light). Turn left on Aspan. Travel approximately one-quarter mile, then turn left into the Lake Forest Business Park. Drive straight into the business park, then turn right at the flag pole and continue to the end. Park anywhere. The address number of 23705 is displayed in the signage above the extrance of the building.

We are proud members of the following organizations:
American Institute of Certified Public Accountants, The California Society of CPAs, The Orange Coast Estate Planning Council and CREW (Women in Commercial Real Estate)

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