Individual Tax Preparation
Current Clients:
Use the File Cabinet link above to access your returns. Use the File Exchange link to drag and drop your tax preparation documents or esign documents authorizing your return to be efiled.
New Clients:
Use the File Exchange link and upload your most recent two years income tax returns. You’ll receive an email with a secure link permitting your access to a checklist tailored to you and an estimated price for your tax prep. Complete the checklist. You’ll have your return within the week.
Or, call us: (828) 337-1216.
We’ll get you setup with hello.
Financial Statement Preparation
Compiled or Agreed Upon Procedures
Necessary for a lender, a grant application, an application before a licensing board: use the File Cabinet link above to upload a backup of your recordkeeping data file or an unadjusted trial balance. You’ll receive an engagement letter from us with a link to access the planned process.
Assistance Getting Ready for an Audit
If you need assistance preparing for an audit, understanding management responsibilities, risk assessment and going concern documentation, give us a call. There are excellent tools available to give you confidence you are ready.
Call us: (828) 337-1216
Reviews and Audits
If you require attest services, please email a request for proposal. We respond to RFPs even when we cannot consider the audit engagement.
Or, call us: (828) 337-1216
Tax Planning and Financial Analysis
We spent decades designing services that enable your accounting system to tell you what you need to know.
Assisting with startups, designing, implementing and monitoring internal controls, automating analytical reviews, using accurate recordkeeping to reduce tax obligations, developing a plan for the next generation, adding or retiring shareholders (or both), managing changes inherent to partnerships – we’re devoted to tailoring our services to assist you where you are.
PS: If online recordkeeping software is more labor intensive, less accurate than you had hoped – we can help.
Call us: (828) 337-1216
Business Tax Preparation
Current Clients:
Use the File Cabinet link above to access your financial plans, statements and returns. Use the File Exchange link to drag and drop documentation or to access the checklists for prep services.
New Clients:
Use the File Exchange link to upload your prior year returns and current adjusted trial balance. You’ll receive an email with a sevure link permitting your access to our proposal for meeting your need.
Potential Clients:
Accurate accounting systems gifts more than ease of reporting to tax authorities.
Business owners make better decisions using accurate financial records .
We can clarify how you will be affected by tax law change – the new norm. We can guide you thru multi state allocations (nexus), and clarify why the PTE subject has become confusing. We can steer you to the right places as you navigate BOI reporting requirements either yourself or with your attorney.
Your business depends on you.
We’d like to keep you resting easy knowing your financial records and returns are documented and as accurate as possible.
Call or email:
(828) 337-1216

828-254-1700
bj@elizabethkeel.com
16 Dotson Cove Road
Fairview, NC 28730