HMWC CPAs & Business Advisors Acquires Kelley Associates

Tustin, Calif.-based HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) acquired Kelley Associates Inc., of Lake Forest, Calif.

“The addition of Kelley Associates, Inc. complements HMWC’s core strengths in comprehensive and complex tax planning, and service to businesses and individuals involved in real estate transactions and ownership. This merger adds very competent professionals as well as important clients to HMWC,” says Steve Williams, HMWC’s MP.

Kelley Associates, Inc. is headed by Barbara Kelley who has more than 30 years of tax and business consulting experience, including experience at Deloitte and Moss Adams. An associate at the firm will join Kelley in the merger.

Kelley Associates specializes in real estate and wealthy individuals. The firm’s services include real estate taxation, accounting and taxation for businesses and individuals, business advisory services, entity selection and complex estate and wealth protection planning.