#United States #New York #PKF O'Connor Davies #Kelly Morrison Lee #Tax Controversy

PKF O'Connor Davies Welcomes Kelly Morrison Lee

PKF O'Connor Davies, recognized as one of the largest accounting, tax, and advisory practices in the United States, has announced the appointment of Kelly Morrison Lee as the new Managing Director. This strategic move emphasizes the firm's commitment to depth and expertise in tax controversy matters, aiming to leverage Morrison Lee's substantial experience in navigating the intricacies of federal tax law.

Morrison Lee's Background and Experience

Before joining PKF O'Connor Davies, Kelly Morrison Lee amassed over 15 years of service with the Internal Revenue Service (IRS), where she held several influential roles. Notably, she served as Senior Advisor to the Chief Tax Compliance Officer and as Special Counsel for the National Taxpayer Advocate Program. Her leadership in these positions provided her with a deep understanding of taxpayer rights, compliance requirements, and the administrative processes surrounding federal tax disputes.

Morrison Lee’s impressive track record includes overseeing nationwide teams and litigating more than 500 cases before the U.S. Tax Court. Additionally, her experience extends to advising on high-profile cases that have reached the U.S. Courts of Appeal and the Supreme Court. Her expertise encompasses a range of critical areas, including reporting and compliance requirements, interest abatement, penalty relief, and dispute resolution strategies.

Industry Recognition

"We are thrilled to bring Kelly into our team here at PKF O'Connor Davies," stated Kevin J. Keane, the firm's Chief Executive Officer. He emphasized that her vast federal tax knowledge and leadership capabilities make her ideally suited to expand the firm's Tax Controversy practice, helping clients navigate through their most complex tax challenges.

Beyond her professional achievements, Morrison Lee is also distinguished by her academic credentials, holding a Juris Doctor degree from Washington University School of Law and a Bachelor of Arts degree in Accounting from Hope College. She is licensed to practice in Washington, D.C. and the U.S. Tax Court, and is a proud member of the American College of Tax Counsel and the American Bar Association's Taxation Section.

PKF O'Connor Davies Overview

PKF O'Connor Davies stands as a premier accounting and advisory firm with a history of delivering high-quality services to both domestic and international clients. Their motto, "Know Greater Value," reflects their commitment to providing exceptional insights, value, and service. The firm operates under the brand name PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC, with a focus on establishing professional excellence while adhering to the required standards within the industry. PKF O'Connor Davies LLP acts as a licensed CPA firm providing attest services, while PKF O'Connor Davies Advisory LLC manages a range of tax and advisory services.

As the firm continues to grow, the addition of Kelly Morrison Lee is a promising step toward reinforcing their tax conflict resolution capabilities, ensuring clients receive comprehensive support in a field that is often riddled with complexities.

For further information about PKF O'Connor Davies and its services, visit their official website at pkfod.com and follow them on professional networking platforms like LinkedIn and X (formerly known as Twitter).