12720 Hillcrest Road, Suite 800
Dallas, Texas 75230-2081
P: 214-739-0888 | F: 214-369-4816

Relationships

We take pride in our relationships with clients and associates. Our partner level involvement on all client engagements provides a personal touch that also translates into more experience focusing on your special, individualized needs. In addition, our open-door policy with our associates facilitates their development and encourages creative new ideas.

Our Partners

Kelly Morgan Gillette, CPA
In 1994, Kelly started her public accounting career with Nicholas & Montgomery LLP, working in the tax and accounting areas. Kelly focused on the tax area beginning in 1996, progressed rapidly, and was admitted to the partnership in 2000, at the time making her one of the youngest tax partners in Dallas public practice. While Kelly specializes in taxation, she also provides accounting and consulting services to her clients. She enjoys serving a variety of entities, including individuals, trusts, estates, privately owned businesses and non profit organizations.

Kelly is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Dallas Chapter of the Texas Society of Certified Public Accountants and the Dallas Estate Planning Council. In 1994, Kelly graduated with a BBA from Texas A&M University where she was in the honors program. She received her MBA in 1999 from The University of Texas at Dallas with concentrations in taxation and finance. She and her husband enjoy spending time at the lake with their two labrador retrievers.

Our Partners


Catherine L. Bard, CPA

Stephen J. Flanagan, CPA

Samuel T. Montgomery III, CPA

Kelly Morgan Gillette, CPA

Jeff M. Owens, CPA