“I truly believe that our profession is all about trust, relationships and personalized service. I not only take my role as a trusted advisor very seriously, but my clients will tell you that I make myself available to them anytime to discuss whatever might be on their minds…business related or otherwise. It is extremely important that my clients have a high comfort level with us and with what we are doing, since we are a vital part of their financial well being.”
Jeffrey Kray is a member of Weltman Bernfield. He is very involved in accounting and tax planning for his clients, including individuals and a very diverse range of closely held businesses, both corporate and non-corporate in structure. Jeff works with entities of varying sizes, ranging from start-up companies to companies with over $250 million in revenue. He has over 30 years of experience in all aspects of the accounting profession, with emphasis in the areas of business and personal tax advisement, auditing and retirement planning.
Prior to joining Weltman Bernfield, Jeff was the president of his own accounting and consulting firm, Kray & Associates, P.C., from 2002 – 2010. One of the main reasons for his merger with WB was so that his clients would be able to take advantage of the expanded services WB has to offer.
Jeff and his wife Karen have three beautiful daughters. When he is not “hanging out” at the office, Jeff can be found on the golf course (weather permitting) or at one of his daughters’ dance recitals or theater productions.
Specializations & Expertise:
- Tax planning
- Retirement planning
- Corporate and non-corporate closely-held businesses engaged in:
- Contract packaging
- Liquid blending and filling
- Vehicles leasing
- Retail sales
- Medical and legal services
- Construction and related trades
- Real estate development and rehabilitation
- Restaurant design
Memberships & Education:
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Illinois CPA Society (ICPAS)
- Bachelor of Science in Accounting from Illinois State University