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Kelly Martinson

Tax Shareholder

Kelly Martinson is a Tax Shareholder at Lutz. She began her career in 1995. Kelly provides business and individual tax consulting and compliance services to clients with a special interest in retirement plans. Her in-depth knowledge and attention to detail make her a valuable asset to her clients, enabling them to make informed decisions, ensure compliance with evolving regulations, and minimize tax liabilities effectively.

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Areas of Focus
  • Tax Consulting & Compliance
  • Retirement Plan Consulting & Compliance
  • Health & Welfare Plans
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Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member, Board of Directors, Secretary, Board Chair
  • Accounting & Financial Women’s Alliance, Omaha Chapter, Member, Past President
  • Pension Council of the Midlands, Member, Treasurer
  • American Society of Pension Professionals and Actuaries, Member
  • Certified Public Accountant
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Community Service
  • LPGA Amateur Golf Association - Omaha Chapter, Past President, Past Treasurer, Member
  • Lutheran Church of the Master, Past Church Council, Past Nominating Committee, Past Treasurer, Past Stewardship Committee Member
  • Foundation of the Master, Past Board of Directors
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Educational Background
  • BS in Accounting, Finance, Information Management, with Highest Distinction, Dana College, Blair, NE

Kelly Martinson