Annette Di Bello Kelly, CPA, CFP

Our professional relationship began several years ago, when Annette offered to rescue me from TurboTax. Since then, Annette’s financial acumen and expertise, not to mention her extraordinary ethical standards and dedication to client relationships, have guided me from the mildly terrifying terrain of personal income tax, through managing the investments of my elderly, widowed mother, to working with me and my two brothers on the financial ramifications of dividing my now-​late parents’ trust and other assets.
One of my favorite Annette stories: She spent one Christmas morning exploring, with utter delight, a new tax-​preparation package.
Annette is endlessly patient, and excels in explaining complex investment and tax issues. As both a CFP and a CPA, she has the puissance and knowledge to partner with me in navigating my financial life. I couldn’t do it without her.

Situation: I needed my out of state taxes looked at by a professional. I’m a combat veteran who decided to grow some California roots and I have several different assets that require a special touch from someone, so I sent an email. A couple-​few short days later I get an email asking if I have the requisite paperwork and where I lived. I responded that I lived in the local area and said that I had all the required paperwork for filing. No response.
That’s the end result of my interaction with this specific case. My business went to another independent preparer in the local area, and I scheduled it within a day and was out of the office in 30 minutes! I spent several days just trying to get a meeting for a consult here. That is why this deserved two stars and the other individual got 4 (He even offered me a hand made chocolate bar afterwards, which was delicious).

What a find, thank you fellow Unilocalers for your suggestion to consider Annette Di Bello Kelly for our tax needs!
A very easy, relaxed initial meeting as she covered all the basics. Several practical suggestions, many observations that will benefit us in the near future and beyond, Annette is the CPA we needed years ago!
We look forward to our next follow up meeting and more of her suggestions after she reviews our data. So happy we made the call and made an appointment, best decision in a Long Time! Thank you Annette for your time and your expertise.

Finding Annette during tax season is like encountering that magical fairy that you never knew existed. She has the power to take a shoe box full of receipts, bank statements, and miscellaneous crap and transform it into a nice fat refund. I don’t know about you, but I think that’s pretty damn magical.
I come from a TurboTax background. Being young and a «simple» case, I’ve never found issue with using their free software to file taxes. But last year, with the tumult of starting a small business and shifting careers, I felt the need to find a real CPA to essentially sort through the mess for me.
I reached out to Annette via email and set up an in-​person meeting with her so she could evaluate my case. Half an hour later, I walked out of her office with a very reasonable price and the comforting knowledge that she would take care of everything. It was like I discovered the set-​it-​and-​forget-​it method of tax prep – honestly, it can’t get much better than that.
I had never used a CPA before because there was no justification for the cost in my mind, but let me just say that Annette was worth every single penny. Understanding my desire to build my retirement fund, she even gave me advice on how to maximize my return by contributing to an IRA. The final refund amount ended up being almost 6 times her rate! Like I said, magical. (I seriously doubt I would have been able to recoup that amount myself using TurboTax).
The common sentiment is that good CPAs will net you more than they cost you. Well, the time alone that Annette saved me made her easily worth her rate. (Of course, that huge refund was certainly appreciated, too.) Highly recommended for small business owners!

I was having a tough time with my taxes found Annette Di Bello through Unilocal.I couldn’t be happier, I will use her services year after year. She has great knowledge and is very good at what she does. I was having a hard time finding time to file my taxes but Annette made it work and made it very simple. She has good advice not only about taxes but finance overall. I had a few questions for her and she was happy to help!