Kiely Donaldson, CPA, MBA

Direct

706.215.8328

Office

706.215.8321

Fax

706.215.8322

Location

Athens

Biography

Kiely joined James-Bates-Brannan-Groover–LLP as a CPA and Wealth Analyst in the winter of 2021 for the Tax and Wealth Planning Practice Group.  She is a Certified Public Accountant, licensed in the state of Georgia. Kiely holds an MBA from Ball State University and a BBA in finance from Georgia State University.

Kiely advises clients in estate and wealth transition planning issues including estate tax, asset protection, estate administration, compliance reporting, corporate and partnership structures, and IRS examinations and negotiating.  Prior to joining James-Bates-Brannan-Groover–LLP, Kiely gained significant experience in tax, accounting, financial analysis, and wealth planning, working in both public accounting and in industry.

Kiely enjoys traveling and finding new places to hike.  She and her husband, William, and their two sons reside in Bishop, Georgia and are active members of the Catholic Center at UGA.

Professional Organizations/Activities

  • American Institute of Certified Public Accountants
  • Georgia Society of Certified Public Accountants
  • Treasurer, OCHS Band Boosters, Inc.

Education

  • Ball State University (Master of Business Administration)
  • Georgia State University (Bachelor of Business Administration, Finance)
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