Kelly Morgan, CPA, Tax & Accounting Coordinator
Kelly is our Tax & Accounting Coordinator. She graduated from Franklin College where she earned her Bachelor of Arts in Accounting with a minor in Computer Information Systems, in 2003. In 2005, she became a CPA and has been working in the areas of tax and financial planning ever since. Kelly manages and coordinates client work, firm processes and is a reviewer of tax returns. She enjoys working with clients to plan and help them in the tax and business consulting areas of their lives. Kelly joined Jane Smiley CPA, Inc. in November 2015, after spending 12 years at another local financial services firm in Indianapolis.
She is a lifelong resident of Rush County and lives with her husband, Jenson, on the family farm along with their two daughters, Trisha and Kelsey. Away from work, Kelly enjoys spending time with her family and friends, be it camping back at the family pond or as far as a beach vacation. She loves being active, from bike riding with her girls to participating in various charity events. She is also actively involved with her daughters’ school PTO and Ben Davis Creek Christian Church.