“I strive to assist and provide guidance to clients in order for them to reach their goals, while also developing long-term relationships.”
Keely Portillo has nearly four years of experience in public accounting. She specializes in tax and compliance matters for employee benefit plans.
Keely works closely with her colleagues and clients to satisfy the ERISA requirements for various employee benefit plans including 401(k), 403(b) and welfare plans. Keely prepares DOL Form 5500, Form 8955-SSA, Form 720 and Forms 1094/1095, as well as other relevant tax forms and related reporting. She also has considerable expertise with individual income tax returns.
Keely is fluent in Spanish.
- Berkeley College, Bachelor of Business Administration degree in Financial Services