Contact Us: 828-254-1700

bj@elizabethkeel.com                                 Elizabeth Keel, pllc
Certified Public Accountant
16 Dotson Cove Road, Fairview, NC 28730

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.

Bj@elizabethkeel.com

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:

Bj@elizabethkeel.com

(828) 337-1216

 

Elizabeth Keel

828-254-1700

bj@elizabethkeel.com

16 Dotson Cove Road

Fairview, NC 28730