Overview
Kalee is a Principal specializing in tax services within the manufacturing and distribution industry group at CLA. Kalee has worked with various sized privately held businesses, individuals, trusts, and real estate clients – providing services such as compliance, planning, and consulting. Kalee is a Certified Public Accountant with almost 10 years of experience in public accounting.
Technical experience
- Tax compliance and planning – primarily for pass-through entities and individuals
- Multi-state income tax compliance
- Manufacturing and Distribution
- Commercial real estate
- Transactional services – including modeling and tax projections for both asset and stock sales
- Tax credit incentives
Education
Bachelor of science in accounting from Southern Illinois University, Edwardsville, Illinois
Master of science in accounting – tax specialization from Southern Illinois University, Edwardsville, Illinois
Certified Public Accountant in the state of Missouri
In the community
American Institute of Public Accountants (AICPA), Member
Missouri Society of CPA's (MOCPA), Member
Women in Manufacturing (WiM), Member
Southern Illinois University of Edwardsville School of Business, Accounting Advisory Board Member