Our Team

We at Kelly Tax Services have a variety of specialisms, but what makes us different. This is our amazing talented team.

  • Business Owner

    Brendan is STEP (Society of Trust & Estate Practitioners) qualified and has 24 years of experience specialising in Trusts and Estates and overall 39 years of working in the field of personal taxation and planning. 

    Brendan was in the first group to complete the STEP diploma that was introduced in 2007, he supports legal practices, accountancy practices and trustees in general with his expert knowledge in the taxation of trusts and estates.

    He helps clients plan around their business and personal life by producing Life Stage Review’s that allow individuals to have a better understanding of where they are and where they are going.

    In his spare time Brendan enjoys watching sports, but no longer participates in most, he also enjoys listening to his vinyl’s and the odd rum

  • Corporate Tax Compliance Manager

    Amy is MAAT Qualified and holds Certificates of Competency in Personal Tax, Business Tax and Corporate Tax with the ATT, with an aim to finalising this qualification within the next year.

    Amy works in the Corporate Tax Department and supports Brendan in planning for our individuals and businesses, as well as assisting clients with their Research and Development claims and any other Corporate Tax issues which may arise.

    In her spare time, Amy enjoys spending time with her husband and three young children, which generally encompasses most of her free time! When not enjoying the chaos that three young children bring… you can usually find her relaxing to a True Crime Podcast…

  • Accountant

    ACCA Qualified.  Zoe has spent many years working within the accountancy sector and in industry, gaining a huge amount of experience on both sides of the accountancy profession.

  • Daniel heads up the Administrative side of our business; Daniel joined us after completing University and has had some prior office experience, at the moment he supports our clients with their onboarding together with ensuring that they are aware of all deadlines and managing our software. 

    Daniel also works closely with Brendan in dealing with annual Self Assessment tax returns, Capital Gains Tax Reports and the registration of trusts. 

Let’s Work Together

If you’d like to chat through your business needs and find out how our accountancy services might work for you then get in touch to schedule a free initial consultation meeting.