Kelly Anzevino Cpa, Mt

Partner at Cohen & Company

Kelly Anzevino, CPA, MT has over 20 years of work experience in various roles related to accounting and tax. Kelly is currently the Director of Tax at Cohen & Company, a position they have held since 2023. Previously, Kelly founded Canfield Tax & Consulting, LLC in 2005 and built the business through referrals, providing tax preparation, advisory, and accounting services to individuals and small businesses. Kelly also worked as a tax advisor with other CPA firms, dealing with complex tax situations such as multi-state taxation, qualified opportunity zone funds, and foreign taxation. From 2019 to 2022, Kelly served as a Tax Advisor at Hobe & Lucas CPA's, where they worked on individual and business tax returns, strategic tax planning, and special projects. Additionally, they oversaw the Employee Retention Credit Division and provided guidance on ERC rules and processes. Before that, Kelly worked at Farmers National Bank, where they implemented and managed a commercial credit analysis department. Kelly began their career as a Senior Auditor at Ernst & Young, planning and overseeing audit engagements for multiple clients. Overall, Kelly's experience encompasses a wide range of tax, accounting, and management roles, making their a valuable asset in the finance industry.

Kelly Anzevino, CPA, MT earned a Bachelor of Science in Business Administration degree with a major in Accounting from Youngstown State University between 1995 to 1999. Later, they obtained a Master's degree in Taxation from The University of Akron, completed between 2018 and 2020. In addition to their academic achievements, Kelly Anzevino also holds certifications as a Certified Public Accountant and a Certified QuickBooks ProAdvisor, with specific details regarding the institutions and dates of certification not provided.

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Timeline

  • Partner

    June 1, 2024 - present

  • Director, Tax

    January, 2023