Kelley A. Chartier

Biography

Kelley is a Principal in Wolf’s Tax Group, where she serves as the firm’s Tax lead for the financial institution and digital assets industries. Kelley has over 17 years of experience planning tax engagements, preparing and reviewing income tax provisions, and performing tax review services for corporations. Her expertise includes state income and franchise tax nexus and compliance, as well as comprehensive tax projection and planning services. Kelley works closely with clients to develop strategic tax planning initiatives that optimize their tax positions and support their business objectives. With her vast expertise in corporate tax compliance and planning, she delivers customized services tailored to meet each client’s specific needs.

Kelley also serves as Executive Sponsor of the Women of Wolf Employee Resource Group, where she champions professional development initiatives, mentorship programs, and networking opportunities to support the advancement and success of women throughout the firm.

Kelley lives in Massachusetts with her husband and daughter. When she’s not at work, she enjoys spending time with her family, traveling, and attending concerts and sporting events.

Involvement

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)

Education

• Bachelor of Business Administration in Accounting from University of Miami
• Bachelor of Science in Sports Management from University of Massachusetts, Amherst