Kristin Dailey has been working in public practice as a specialist in tax advisory services for individuals and small business owners since 2002. In her practice, she maintains a focus on helping clients to identify their personal and professional goals and develop an overall financial strategy that supports them, with tax compliance and planning as only one of the many elements of financial health.
In addition to traditional tax and accounting services, Kristin offers personal financial concierge services with highly customizable engagement structures. This business line grew from an interest in supporting individuals and families living with a physical disability or cognitive impairment due to aging, injury, or chronic illness; it also translates well to support the needs of busy professionals and travelers. When the day-to-day tasks of managing personal finances become difficult or stressful, or when a life transition creates a need for extra help with organizing and planning, Kristin can provide trusted support. This may be as simple as temporary bill payment or account monitoring services during an extended leave, and may be as extensive as developing a full financial plan with ongoing daily money management for individuals, estates, trusts, and small businesses.
Kristin has personal experience with navigating the long term care environment alongside her father, both in institutional settings and in the community. She understands the programs and services available to support individuals in maintaining independence and self-direction and aims to support her clients as they continue to pursue their personal and financial goals while providing peace of mind to family members.
Kristin is a former associate at Lewis, Shoffner & Co., P.C., CPA’s in King of Prussia, PA and Frazer, Evangelista & Associates, LLC, CPA’s in East Brunswick, NJ. She earned a Masters in Taxation degree at Seton Hall University after completing undergraduate work at Rutgers University. She is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the American Association of Daily Money Managers. Kristin also serves on the board of directors for Camphill Soltane, a nonprofit organization supporting community members with neurological and intellectual differences. She lives in Phoenixville with her husband and their two daughters, her father, and their dog, Hendrix.
