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Kerry Nelson

Kerry Nelson

Kerry Nelson | CPA | Principal

Traverse City, MI | 231.946.8927 | Email | Linkedin
Service Areas | Not-for-profit tax compliance and consulting, tax compliance and consulting for individuals

As a true business advisor to her clients, Kerry assists them in the areas of tax planning and consulting to help them become strong and successful organizations. She serves as a Firm-wide resource on tax matters impacting not-for-profit organizations and regularly presents to clients on current industry issues.

As a member of Rehmann’s Not-for-Profit Industry Group, Kerry works with industry specialists from around the Firm to share best practices and develop proactive ideas.

Experience

Kerry has been in public accounting since 1993. Throughout her career at Rehmann, Kerry has been a thought leader and educator in the not-for-profit arena for both clients and colleagues. She served as director of the Firm’s not-for-profit tax practice and as director of tax training, and led the 1040 committee, focusing on process improvement and training.

Prior to joining Rehmann, Kerry was a manager for Virchow Krause & Company, LP in Appleton, WI.

  • Kerry stays up to date on tax matters impacting the industry by attending the AICPA’s annual Not-for-Profit Industry conference.
  • Kerry is currently helping clients understand and plan for the impact of tax law changes due to recent tax reform.
  • Kerry’s client-focused service approach includes responding to their questions in a timely manner and providing ongoing communication, not just a once a year check-in.

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