As a Tax Partner, Kelly Berardi helps clients to develop and implement solid tax strategies in order to minimize their tax burden and then works to make sure they are in compliance with all applicable federal and state tax laws. Kelly’s dual background in accounting and law, along with her extensive experience in both corporate and individual tax planning, contribute to the ongoing success of our clients.
Kelly serves as a tax resource to all members of the firm and works on tax matters with clients in a variety of industries, including real estate, private-equity-owned businesses, manufacturing, and food distribution. She is also a member of Gray, Gray & Gray’s Merger & Acquisition Practice Group, with responsibility for conducting due diligence and tax structuring of many deals. Kelly specializes in restructuring and re-organizations for Partnerships, S-corporations and C-corporations. Kelly also represents clients in federal, state and local audits. Kelly constantly monitors changes in the tax legislation in order to ensure both clients and members of the firm stay abreast of these changes and their potential impact.
Kelly began her accounting career with Deloitte & Touche LLP where she worked in the corporate tax practice. She also spent time in the private sector at a private equity firm and later joined a regional consulting firm prior to joining Gray, Gray & Gray in 2007.
A graduate of Northeastern University and New England School of Law, Kelly is a member of the Massachusetts Bar Association and is licensed to practice law in the state of Massachusetts. Kelly also obtained an LL.M. in Taxation from Boston University School of Law. She currently serves on the Boards of ViceRoy Capital Management and the Canton Association of Business & Industry. Additionally, Kelly is a member of the Membership and Marketing Committee for NAIOP.