Client Testimonials


In recent years, I have had three occasions to work with Kelly J. Pinckard, C.P.A. of Estate Accounting Solutions. In the first, she assisted with the estate of my mother, who along with my step-father passed away in late 2006. I was named executor of the estate. Kelly assisted me with a range of accountings in the Virginia Beach Probate Court relating to the estate. Some were complex, and though I am an attorney, I needed someone of Kelly’s experience to render the filings in a timely and accurate manner. Fortunately, I found Estate Accounting Solutions.

She prepared every accounting quickly and efficiently, advising me along each step of the way as to which documents would be required, and assembling the materials in an acceptable manner. Her experience and advice, during a difficult time, were invaluable.

Subsequently, when my wife’s mother passed away in late 2009 in North Carolina, I called upon Kelly again to assist with required estate filings in the Carteret County Circuit Court. She assisted me on a third occasion in 2012 when my wife’s younger brother passed away in New Jersey. She provided both the family and me with advice and counseling regarding the appropriate procedures in the Freehold County, New Jersey Surrogate’s Court, saving us considerable time and expense.

Kelly provides a highly personalized level of service at a cost which is a fraction of what I might have paid elsewhere. I would recommend her and Estate Accounting Solutions without reservation to anyone in similar circumstances.

M.E. Rhett Flater
Pine Knoll Shores, NC
Formerly of Alexandria, VA

 

Back in 2007, my family went through a very difficult period. My father came down with dementia along with several other medical issues. It was decided that I take over his health care and finances by way of court order. Little did I know this would be a very long process being his legal guardian and handling his estate.

The court order and paperwork seemed pretty simple. As I started out I found myself lost...drowning in over due taxes and IRS calls and letters coming in for late tax payments. I knew then I needed help in order to get things going in the right direction. I contacted Kelly Pinckard. We spoke over the phone and set up an appointment to get things moving. As with meeting someone new, you have so many questions. From our first meeting things began to make sense. She took her time to make sure all of my questions were answered. She prepared the steps we needed to get things in order with my father's Estate and finances. Kelly made sure I could call or email her whenever I had a question about what her plans were when dealing with the IRS, my audits from the state, and was there for me when I felt lost. What stood out the most for me and my family was her professionalism. There was never a time when I felt like she was just here for the money.

Kelly takes a lot of pride in all aspects of her job. She knows what it takes to get things done. If I had to do it all over again, I would contact Kelly and tell friends and other family members to contact her when they are in need of someone that will take pride and do things the right way. I can never find the words to thank her. I will always have the utmost respect for her and the way she conducts herself. My father passed away on May 28th 2014....Kelly spent close to eight years with me and my family...without her knowledge and support, I cant say where I would be today. Thank you again.

Perry Barber
Virginia Beach, VA

 

I found working with Kelly J. Pinckard, CPA, to be efficient and educational. Kelly handles the requirements of attorneys, executors, and personal representatives with grace, charm, and competence. She is well situated to handle all aspects of fiduciary accountings and tax requirements.

Kelly takes a personal interest in each estate. The estate I handled with Kelly resulted from a referral (to her) by a Commissioner of Accounts. Kelly is always available to field accounting and tax questions and to guide you along. She has the trust of attorneys, Commissioners of Accounts, and personal representatives.

David W. Bouchard, Attorney at Law
Chesapeake, VA

 

Kelly has provided estate accounting services for me for the past three years. Within this time her work has been exceptional. She is very quick to respond and her work is done in a very timely manner. Anytime I have had any questions or accounting issues she has been expeditious in her actions with outstanding results. It is great to have someone you can truly trust to do a great job and know what she has done is thorough and accurate. I cannot say enough about her and her accounting services and I would not hesitate to recommend her. She is truly the ultimate professional with a great personality.

Deborah S. Baillio
Virginia Beach, VA