Email
kimberly.kelley@sourceadvisors.com
Kimberly Kelley
Manager, Tax Controversy
Kimberly brings nearly a decade of specialized experience in R&D tax credits across a broad range of qualifying industries. With an extensive background in IRS and state audit defense—including Fast Track, appeals, and Post Appeals Mediation—she has personally managed or supported over 400 R&D examinations. Her expertise also includes leading R&D studies as a project manager while simultaneously guiding clients through complex audit processes.
Kimberly has successfully defended several of the largest claims in the Asset Management space. She is also primarily responsible for coordinating with our project teams to quickly implement audit lessons learned on recurring engagements.