Schmidt Westergard (Phoenix) Promotes Kelly White to Partner


Schmidt Westergard, a leading independent Mesa CPA firm, announced the recent promotion of Kelly M. White, JD, LLM, to Partner. 

White joined Schmidt Westergard in 2007. Throughout her career at the firm, she has lent her tax knowledge and experience to countless clients, solving complex estate and fiduciary issues while serving tax-exempt organizations, individuals and families.

“Kelly's legal knowledge for tax consulting and compliance has been instrumental for our clients, including public charities and private foundations. She has distinguished herself as client focused, but also attentive to our firm’s reputation. She is not only an outstanding professional, but an exceptional person. Her promotion from Tax Director to Partner is well deserved and is a testament to her work ethic and passion for what she does,” said Managing Partner James Schmidt.

White earned her degree in Economics at the University of California, Riverside, and her JD and LLM in Taxation from Chapman University School of Law. She is licensed to practice as an attorney with the state bars in Arizona and California.

As a Partner, White will continue to focus on complex tax planning and compliance for individuals, families and their related entities while also supporting practice management and growth at the firm. She is involved in the community as a board member and past president of the East Valley Estate Planning Council.

This year, Schmidt Westergard & Company, PLLC, celebrates 50 years of serving a variety of clients with interests across Arizona and beyond. Clients include businesses, not-for-profit organizations and individuals with tax services and tax planning needs, audit and assurance, entrepreneurial accounting, strategic advisory services and estate planning. For more information, visit www.sw-cpa.com.


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