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Dee & Associates, CPAs

With decades of experience and a deep understanding of the Naples community, Dee & Associates has a long-standing reputation for supplying valuable tax advice to SW Florida’s high-net-worth families.

“We’ve been here for a long time,” says owner, Kelly Dee. “Our firm’s longevity engenders trust amongst peers and professionals in our business community. We work collaboratively and come highly recommended by attorneys and wealth mangers because we build our relationships on trust.”

Dee & Associates chooses and develops client relationships wisely and 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 wealthy 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 highly experienced administrative and accounting team, 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, Kendra Winn, Kelly Dee, Christine Davison, Joanna Guyer

2425 Tamiami Trail North, Suite 214, Naples, FL 34103
T: 239.262.6921
E: joanna@deecpa.com­
www.deecpa.com