Schmidt Westergard Admits White as Partner

Kelly White

Kelly White

Schmidt Westergard of Mesa, Ariz., announced that Kelly White has been admitted as partner.

White joined Schmidt Westergard in 2007. Throughout her career at the firm, she has lent her tax knowledge and experience to countless clients, solving complex estate and fiduciary issues while serving tax-exempt organizations, individuals and families.

“Kelly’s legal knowledge for tax consulting and compliance has been instrumental for our clients, including public charities and private foundations,” says MP, James Schmidt. “She has distinguished herself as client focused, but also attentive to our firm’s reputation. She is not only an outstanding professional, but an exceptional person. Her promotion from tax director to partner is well deserved and is a testament to her work ethic and passion for what she does.”

As a partner, White will continue to focus on complex tax planning and compliance for individuals, families and their related entities while also supporting practice management and growth at the firm. This year, Schmidt Westergard & Company, celebrates 50 years of serving a variety of clients with interests across Arizona and beyond. Clients include businesses, not-for-profit organizations and individuals with tax services and tax planning needs, audit and assurance, entrepreneurial accounting, strategic advisory services and estate planning.