Kelly Jo Hale

Kelly Jo Hale, CPA, CMI

Senior Manager

317-472-2202
Email: khale@somersetcpas.com
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Kelly is a senior manager at Somerset. With a full 30 years of public accounting experience, she has an expertise in income taxes for privately-owned businesses, and readies property tax abatement applications and compliance. Her other specialties include Indiana incentives and credits, property taxation, sales and use, and state income tax preparation.

When not attending Zumba classes, Kelly takes to the bike trails with her husband and daughters.

EXPERTISE

  • Tax Credits and Incentives
  • Sales and Use Tax
  • Real and Personal Property Tax
  • Multi-State Income Tax

EDUCATION

  • BS — Ball State University
    CMI Property and Sales Tax Certification, Institute for Professionals in Taxation

PROFESSIONAL AFFILIATIONS

  • Indiana CPA Society — Leadership Cabinet
  • Institute for Professionals in Taxation — Certified Property Tax Designation

COMMUNITY AFFILIATIONS

  • OneZone Local Chamber of Commerce — Ambassador Committee