Winter Haven Estate Planning Lawyer And CPA

Also Assisting Clients With Business Law, Real Estate Matters And Tax Issues

When the worlds of finance and law collide, it's enough to make a person's head spin. At the office of J. Kelly Kennedy, Attorney/CPA, PLLC, in Winter Haven, Florida, we bring professional degrees and experience in both accounting and the practice of law to our clients.

Attorney J. Kelly Kennedy has been a practicing attorney since 1983 and a practicing certified public accountant (CPA) since 1978. In that time, he has helped countless clients create estate plans, start new businesses, close on real estate, prepare tax returns and much more.

Accounting and law intersect in all of these practice areas. Where you normally may require the assistance of two or more professionals when tackling these concerns, Mr. Kennedy can tackle the tough numbers dilemmas and guide you through complex legal processes as well.

The Advantages Of Having A Numbers Guy For A Lawyer

Not only do clients realize a cost savings by hiring one professional to tackle the job of two, Mr. Kennedy has also saved clients thousands of dollars in taxes over the years as a result of his intricate knowledge of U.S. tax laws.

That's not surprising when you consider he is the son of a CPA. He has completed tax returns for individuals since he was 16 years old and has worked for an international accounting firm.

Our office works with individuals and businesses in a broad cross-section of legal areas, including:

The assets you have accumulated are the result of hard work and good planning. It only makes sense to protect those assets and ensure that they pass to your loved ones in the manner you choose through a comprehensive estate plan.

Similarly, if you are starting a business or selling one, investing in real estate, or face an audit or other tax challenge, our firm provides highly personalized solutions under a single roof. Our clients work with Mr. Kennedy from start to finish. Our entire staff is accessible and quick to respond to client needs.

We serve clients in Winter Haven, Lake Wales, Lakeland, Haines City and throughout Polk County. Call 863-877-4723 or use our contact form to schedule a consultation with an experienced and uniquely qualified Winter Haven lawyer. We will assess the facts of your case and recommend the best course of action.