Kathy serves as a Manager with Shavell & Company, P.A. bringing to the firm exceptional knowledge of tax consulting and compliance services with over 25 years of valuable experience through a multitude of clients. Primarily, Kathy handles the tax review and consulting engagements and serves as head of the Tax Department. She helps service clients with traditional tax compliance and research as well as tax planning and analysis associated with complex tax issues. More specifically, she has been involved with discharge of indebtedness, Sec.199 special deduction for contractors, architects and engineers, as well as optimizing tax positions for his high-net-worth clients and businesses across a broad range of industries. She also actively participates in cost segregation studies, Sec. 179D studies and assists with business valuation and litigation engagements.
Kathy E. Nelson
25 years of Experience in the Accounting and Real Estate Industries.
Manager - Massachusetts CPA Firm (2016 – 2017)
Director – FL CPA Firm (2014 – 2015)
Founded – Kathy Nelson & Associates, CPAs and Consultants (2006 – 2014)
Manager – FL office of National CPA Firm (2003 – 2005)
Began career with FL regional CPA firm (1980 – 2003)
- Licensed CPA in Florida
- Master’s Degree in Business Administration – University of West Florida
- Master’s Degree in Accounting – University of West Florida
- Graduate Troy State University
Boca Raton, FL 33434
P (561) 997-7242
F (561) 997-7262