Kelley Wingbermuehle

Email Kelley Wingbermuehle » | LInkedin

Kelley joined the Abeles and Hoffman team in 2009. As principal, she oversees tax planning, compliance and business consulting for the firm’s C-Corporation, S-Corporation, partnership, trust and high net worth individual tax clients. Kelley assists clients in numerous industries, with her main focus on the distribution, manufacturing and personal services industries.

Kelley has become the firm’s specialist in compliance with Foreign Account Tax Compliance Act (FACTA).  She has experience with the Offshore Voluntary Disclosure Program (OVDP), Streamlined Domestic Offshore Procedures (SDOP), Delinquent FBAR Submission Procedures, and the Delinquent International Information Return Submission Procedures.  In one instance, Kelley was able to assist a resident alien with 42 unreported foreign assets utilizing the SDOP which resulted in a savings of over $1 million in IRS penalties.

Before joining the firm, Kelley spent over a year at LaMear & Rapert, LLC providing individual and payroll tax returns, audits, compilations, reviews and bookkeeping services for the firm’s clients. She began her career in accounting in 2004 at UHY Advisors.  Through the course of her career in the accounting field, Kelley has built a strong foundation of skills and knowledge, which are of benefit to both her clients and peers. She also contributed to a 2003 article entitled, “Retirement Savings Credit: Investing $1500 at a cost of only $284” for Tax Notes.

Kelley is a team player and is always willing to help others. These are two attributes which have helped her succeed at Abeles and Hoffman, which is why she is an integral part of the firm’s staff mentoring program.  In addition, she attributes her successful career to her supportive family and a former professor at the University of Missouri – St. Louis. Kelley was inspired to pursue an accounting career after talking a class in high school.

Kelley currently lives in Arnold, Missouri, with her husband, two children and two dogs. Outside the office, she enjoys spending time with her children, baking, fishing and watching St. Louis Blues hockey.

I am dedicated to providing excellent service to my clients. By building trusting relationships with my clients, I am better able to help them achieve their business goals. 

Designations

  • Certified Public Accountant (CPA)

Memberships and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MSCPA)
  • LifeBridge Partnership, Board Member

Honors, Activities and Achievements

  • 2003 FSA Outstanding Academic Achievement Award

Education

  • University of Missouri – St. Louis
    • Master of Accounting, 2004
    • Bachelor of Science, Accounting, 2003