Dee & Associates, CPAs
With decades of experience and a deep understanding of the Naples business community, the CPA firm of Dee & Associates has a long-standing reputation for supplying prudent and valuable tax advice to Southwest Florida’s high-net-worth families.
“We’ve been here for a long time and are part of the ebb and flow of the local business world,” says owner, Kelly Dee.
“Our firm’s longevity engenders trust amongst peers and professionals within our community. We work collaboratively and come highly recommended by attorneys and wealth mangers – because we build relationships on trust.”
A highly-regarded boutique firm that chooses and develops client relationships wisely, Dee & Associates is known for offering consistent and well-thought-out strategies for individuals, trusts and estates and post-death income tax planning and legacies – particularly for high-net-worth families.
As a CPA and CERTIFIED FINANCIAL PLANNER™, Kelly inherently understands the value of a top-level tax viewpoint on comprehensive wealth management strategies.
Working with his administrative and accounting team, several who have been with the firm for over 25 years, Kelly believes client peace of mind is paramount. Enhancing client security even further, the firm utilizes a comprehensive state-of-the-art cloud-based software system.
“We approach every client relationship as a team. We understand how challenging it is in the world of CPAs when the partners are not available, so we make sure our clients have the access they need – when they need it.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Pictured, from left: Kim Perne, Christine Davison, Kendra Winn, Kelly Dee, Jennifer Rei, Joanna Guyer