I taught myself how to juggle during softball practice in high school and still know how to do it. In fact, I’m trying to teach my three-year-old!”
Kelsey Berta
Partner, CPA
Experience
As a tax partner in the firm’s family office and investment fund practices, I specialize in coordinating complex tax compliance engagements and providing proactive tax planning advice to my client base. I oversee my engagements from start to finish, including planning, engagement correspondence, and timely delivery of tax returns. I frequently communicate with my clients, outside advisors, and engagement team, and I’m known for my strong organizational skills.
With over 15 years of experience, I’ve had the great opportunity to build strong relationships with my clients and my co-workers, and I place a strong focus on building up our staff and the teams below me.
I received my bachelors in accountancy from Northern Illinois University. I belong to the Illinois CPA Society and the Chicago Estate Planning Council. When I’m not at work, I enjoy live music, sporting events and spending time with my family.
