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Kelli Harless
Tax Support Supervisor
“Supporting the tax team one client document at a time.”
Kelli Harless is the Tax Support Supervisor at WCG, where she helps keep tax engagements organized and on track through thoughtful coordination and dependable support. Known for her adaptability and hands-on approach, Kelli contributes across multiple operational areas while ensuring clients experience a smooth and well-managed process.
Professional Background & Expertise
At WCG, Kelli’s primary focus is tax support—interacting with clients, organizing documentation, and preparing materials so the tax team can work efficiently during busy seasons. Her structured approach helps reduce friction in the preparation process while reinforcing accuracy and readiness.
In addition to her core responsibilities, Kelli supports marketing initiatives and manages technology onboarding and offboarding for employees, along with other internal tech projects. This range of involvement reflects her versatility and willingness to step in wherever operational support is needed.
Education
Kelli holds a bachelor’s degree in Communication Recording Arts. Her academic experience included yearbook and photography coursework, where she developed creative skills and a strong attention to detail that continue to influence her professional work.
Client-Focused Philosophy
Kelli approaches client support with empathy and understanding, working to ease the burden often associated with gathering tax documentation. By anticipating needs and helping clients stay organized, she contributes to a more efficient and less stressful experience.
Professional Values
- Punctuality
- Dependability
- Reliability
- Strong work ethic
Life Beyond the Office
Born and raised in Colorado Springs, Kelli spent much of her childhood outdoors playing sports like softball and soccer with friends. Today, her time outside of work is centered on family life, school involvement, and creative pursuits.
She enjoys crafting with her Cricut, serves as secretary for her child’s school PTO, and stays busy supporting extracurricular activities. Whether coordinating events or spending time with family, she values connection and community.
A Creative Recognition
Kelli received an Associated Press award for her work on a promotional campaign during the Black Forest Fire in Colorado Springs—an accomplishment that reflects both creativity and the ability to contribute meaningfully during important moments.
Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.
Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.
