George Kelly, E.A.




George Kelly is HRA Plan Documents, Inc. (Plan Docs) founder and President.


Mr. Kelly is an Enrolled Agent who specializes in tax-advantaged medical expense reimbursement plans and ACA informational return preparation. He is the Principal of Kelly Tax Offices in Utah. Mr. Kelly’s tax practice specializes in small business structure strategies, proactive tax planning and IRS representation in cases involving dilatory tax filings, IRS collections, and penalty abatement. He is a graduate of Strayer University and a member of the National Association of Enrolled Agents.

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Any tax advice contained on this website is not intended or written by the practitioner to be used, and cannot be used by any taxpayer, for the purpose of (i) avoiding penalties that may be imposed on the taxpayer, and (ii) supporting the promotion or marketing of any transactions or matters addressed herein.


Use of a disclaimer does not change the high degree of care and attention that we devote to our tax advice. Moreover, the inclusion of the disclaimer does not indicate that penalties could be imposed on the transaction at issue, but rather merely indicates that the advice we have provided you in such communication does not preclude the IRS from asserting penalties. Finally, the use of such a disclaimer to avoid unnecessary legal expenses is similar to the approach adopted by most tax practitioners.