Professionals

James W. Ferrell, Founder & President

MBA, CPA, CFP®, PFS, CIMC

Jimmy is a native of Orlando and is the founding shareholder and President of Ferrell & Kelly and Ferrell Wealth Management. Prior to Ferrell Wealth Management, Jimmy was co-founding shareholder of Chastang, Ferrell, Sims & Eiserman, LLC (now CliftonLarsonAllen). Jimmy also formerly served as a senior consultant in the tax department of Price Waterhouse. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Certified Investment Management Consultant (CIMC) and is a Registered Advisor with the NFL Players Association; his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investment Management Consultants Association (IMCA).

Jimmy graduated summa cum laude from the University of Central Florida with a double major in accounting and finance and received a Master in Business Administration with a finance specialization from Florida State University.  Jimmy is actively involved in local organizations including: Morning Star Charities (president), Winter Park Chamber of Commerce, UCF Foundation (chairman of the Investment Committee) and The Center for Advanced Entrepreneurship at Rollins College (board of directors), and serves as a director on the board of Winter Park National Bank.

Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and as the recipient of the 2012 Service to UCF Award.  He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards.

TONYA KELLY, MANAGING PARTNER & DIRECTOR OF U.S. TAX SERVICES

CPA, MST

Tonya is a Managing Partner and the Director of U.S. Tax Services for Ferrell & Kelly. She has over 20 years of experience in Corporate and Individual Taxation. As a partner of the firm, Tonya is dedicated to building lasting relationships and to ensuring clients receive exceptional service. She provides accounting, tax & consulting services and has extensive industry experience in Construction, Real Estate and Land Development, Multi-state, Medical and Professional Services.

Tonya graduated from the University of Florida in 1997 with a Bachelor of Science degree in Accounting. In 2000, she received her Master’s of Science degree in Taxation from the University of Central Florida. She began her career in public accounting in 1997 as an intern with Vestal & Wiler, CPAs where she continued to work for 13 years consulting with large, middle market firms in the Orlando area. In 2010, she went to work for one of her larger clients as their in-house Financial Officer; and she also formed her own CPA firm.

Tonya is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Public Accountants (FICPA). She is also a member of the Winter Park Chamber of Commerce, a participant in Leadership Winter Park and takes part in the Executive Women’s functions within the community.

To contact Tonya regarding U.S. tax services, please email her at TKelly@FerrellKelly.com

KATE FISHERS, PARTNER & DIRECTOR OF INTERNATIONAL TAX SERVICES

CPA

With over 30 years of distinguished tax experience, including 20 years in international tax consulting and compliance, Kate is a trusted resource for clients and businesses navigating the complex world of global tax. Due to her extensive expertise and outstanding reputation for providing cost-effective, strategic, cross-border solutions to multinational and start-up businesses, Kate is also frequently engaged by law firms and other CPAs. 

Kate provides integrated services for individuals, corporations, partnerships, limited liability companies, estates and trusts; and she addresses issues related, but not limited, to inbound and outbound business activity, business plans for E-2 visa applications, tax structuring, international gift and estate tax, tax planning for working abroad, tax compliance and transfer studies.  As a respected professional, she is also often invited to speak at international tax seminars and other forums.   

Kate is an IRS-authorized Certified Acceptance Agent (CAA) who is able to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need an Individual Taxpayer Identification Number (ITIN) to file a Form 1040 and other tax schedules. She will facilitate the application process by reviewing the necessary documents, authenticating identity when able, and forwarding the completed forms to the IRS.

Prior to joining Ferrell & Kelly, Kate spent many successful years with a large nationwide CPA firm; but her respect for the Ferrell/Kelly team and her desire to return to a smaller firm environment prompted her to accept the opportunity to lead the international side of the practice. 

Kate graduated summa cum laude from the University of Central Florida with a Bachelor of Science degree in Accounting and is a licensed CPA in the State of Florida.  She is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Public Accountants (FICPA), the German American Business Chamber of Florida, the British American Business Chamber, the American Committees on Foreign Relations – Orlando Chapter, the Winter Park Rotary Club, the Executive Advisory Board Exchange, and she previously served on the Board of Directors for the Orlando Ballet. She is fluent in Danish & German. 

To contact Kate regarding International Tax Services, please email her at KFishers@FerrellKelly.com