Client Reviews of Kelly Bertelsen, RTRP

Kelly has provided me with estate returns, trust returns, and my complicated and detailed 1040 for several years. She is very thorough and a compassionate person who is patient with clients who are unfamiliar with the process or going through difficult times with deceased relatives and their personal affairs. She also provides consultation services to help figure out withholding and other factors as my situation has changed over the years. She is very knowledgeable on taxes and a pleasure to work with. She is honest and trustworthy.