Kelley A. Chartier
Principal
CPAExpertise
Biography
Kelley is a Principal in Wolf’s Tax Group, where she is responsible for delivering compliance and consulting services to financial institution clients. Kelley has over 15 years of experience planning tax engagements, preparing and reviewing income tax provisions, and performing tax review services for mutual, privately held, and publicly traded financial institutions. With her vast expertise in financial institution and corporate tax compliance and planning, she ensures clients receive customized services tailored to fit their individual needs.
Kelley lives in Massachusetts with her husband and daughter. When she’s not at work, she enjoys spending time with her family, traveling, and attending concerts and sporting events.
Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
Education
- Bachelor of Business Administration in Accounting from University of Miami
- Bachelor of Science in Sports Management from University of Massachusetts, Amherst