The Partners:
James A. Ellison
Firm Associate Since: 1988
Education: BBA, University of Georgia, 1976. Masters of Taxation (UGA), 1977.
A Certified Public Accountant, Jimmy has been a tax advisor for over thirty years and offers additional expertise in profit enhancement consulting.
Specialties: Taxation of the Real Estate, Manufacturing, and Service Industries. Individual
taxation with emphasis on tax solutions planning. All aspects of pass-through entity taxation
(partnerships and S Corps). Firm Coordinator, Profit Enhancement Program, developed by the
Principa Alliance of which KBT&E is a Foundation Member.
Jason D. Toole
Firm Associate Since: 1997
Education: BBA, University of Georgia, 1997
In addition to being a Certified Public Accountant, Jason is also the audit partner at KBT&E.
Specialties: Audits of closely held businesses and non-profit organizations. Taxation for closely held businesses with emphasis on tax solutions planning, including estate tax and planning.
James R. Kelley
Firm Associate Since: 2002
Education: BS Accounting, Auburn University, 1973. Masters of Taxation, Georgia State University, 1984.
Jim is a Certified Financial Planner as well as a Certified Public Accountant.
Specialties: Jim specializes in tax and financial planning services for closely held corporations, partnerships, limited liability corporations, and self-employed individuals. He is President of Pension and Systems Services, Inc. (“PASS”), a third party administrator of employee benefit plans. Jim recently incorporated an affiliate of PASS, Flagship Financial Services, Inc. A full service fee-based organization, Flagship specializes in financial planning, asset selection, and estate planning services.
William J. Boshell (Deceased 2005)
Bill Boshell was with the firm from 1993 until his death in 2005 . Bill considered his clients an extended family of sorts — some were actually “third generation clients.” He enjoyed getting to know his clients personally and building intimate relationships that tended to span many years. Jason Toole and Jim Kelley have taken over the administration of Bill Boshell’s accounts, and they look forward to providing the same degree of service that made Bill Boshell such a valued member of this firm.
John “Butch” Dean (Deceased 2006)
Butch Dean was a Certified Public Accountant who operated his own firm, Dean & Associates, until fall of 2006, when he agreed to become a part of the KBT&E team. Butch had a close professional relationship as well as a personal friendship with partner Jim Kelley. Unfortunately, Butch passed away unexpectedly in September 2006. He was a valued member of the community and an important part of his clients’ lives. Partners Jason Toole and Jim Kelley have taken over Butch’s accounts, and strive to provide the same level of service that Butch’s clients expect and deserve.
|
