Keller Financial Group

At Keller Financial Group, we are dedicated to providing high-quality tax planning, tax preparation, and accounting services to individuals and businesses. Our team of experienced professionals is committed to delivering exceptional value to our clients by providing sound financial guidance and exceptional service. Our clients' needs are at the forefront of our firm, and we strive to build long-lasting relationships based on trust, transparency, and mutual respect.

Tax Planning: Effective Tax Planning for Reduced Liability

Effective tax planning is a year-round process that requires proactive strategies and solutions aimed at minimizing your tax liability. At Keller Financial Group, we provide income tax planning services to individuals and businesses, working closely with you to develop tax strategies that align with your financial goals and objectives. We continually monitor federal and state tax laws to ensure that we are up-to-date on all matters that may affect your tax obligations, and we work diligently to identify tax advantages and financial plans that align accordingly. Our goal is to help you manage your wealth more effectively by understanding the tax implications of financing an education, investing your money, or planning for retirement. We will constantly look for ways to reduce your tax liability using the tax laws to your advantage, and we will help you formulate and implement a tax plan for you and your business, giving you the ability to predict and control your tax liability every year.

Tax Preparation: Accurate and Timely Tax Returns

Preparing your own tax return can be a daunting task, given the complexity of the U.S. tax code. At Keller Financial Group, we have the expertise and experience necessary to prepare accurate and timely tax returns for individuals and businesses. We use the latest tax preparation software to ensure that your tax returns are filed accurately and on time, reducing your risk of audits and penalties. Whether you are filing a personal income tax return or a business tax return, we will ensure that you receive all the deductions and credits available to you, reducing your tax liability and maximizing your refund.

CFO Services: Expert Financial Management for Your Business

At Keller Financial Group, we understand that managing the financial aspects of your business can be time-consuming and overwhelming. That's why we offer CFO services to help you manage your financial operations effectively. Our CFO services include financial planning, budgeting, forecasting, and analysis, as well as cash flow management, financial reporting, and strategic planning. We will work closely with you to develop a customized plan that meets your unique needs and goals, providing you with the financial insights and guidance necessary to make informed decisions and grow your business.

Wealth Management: Discovering Your Goals and Developing a Plan

At Keller Financial Group, we believe that wealth management is about more than just managing your investments. It's about discovering your goals and developing a plan to address those goals. We take a holistic approach to wealth management, considering all aspects of your financial life, including your income, expenses, assets, liabilities, and risk tolerance. We will work closely with you to create a comprehensive plan that aligns with your goals and values, providing you with the guidance and support necessary to achieve your financial objectives.

Our Team: Experienced Professionals Committed to Your Success

At Keller Financial Group, our team of experienced professionals is committed to your success. Our team includes Certified Public Accountants (CPAs), bookkeepers, financial planners, and administrative staff, all of whom are dedicated to providing exceptional service and value to our clients. We pride ourselves on our expertise, experience, and energy, and we are committed to building long-lasting relationships based on trust, transparency, and mutual respect.

*Dwayne Keller, CPA: Dwayne is a Certified Public Accountant licensed in the state of Pennsylvania and is the founder of Keller Financial Group. He is a graduate of Shippensburg University with a Bachelor of Science in Business Administration. Dwayne has a strong commitment to giving back to his community and serves on several boards and committees. He is also the co-founder of The D.R.E.A.M. Partnership, a non-profit organization that develops post-secondary educational opportunities for individuals with intellectual disabilities.*

*Ashley Douty: Ashley is the Firm Administrator at Keller Financial Group and provides support for the day-to-day operations of the firm. She attended Penn State, earning an Associate Degree in Business Administration and a Bachelor's degree in marketing and management.*

*Barb Burkholder: Barb is a bookkeeper with over 40 years of experience in the accounting field. She is experienced in Accounts Receivable, Accounts Payable, Payroll, and Property Management. She has worked for several cable companies, management companies, and insurance companies, a student loan company, and currently several Merry Maids companies.*

*Dan Elias: Dan is a Financial Planning Assistant at Vista Wealth Management, our Wealth Management partner. He graduated from Saint Joseph's University with a degree in Accounting and minors in Financial Planning and Business Analytics. He has been in the private accounting industry for 5+ years and is driven by numbers and data.*

Contact Us: Let Us Help You Achieve Your Financial Goals

If you are looking for a trusted partner to help you achieve your financial goals, look no further than Keller Financial Group. Our team of experienced professionals is committed to providing exceptional service and value to our clients. We would be honored to have the opportunity to work with you and help you achieve your financial objectives. Please contact us today to schedule a consultation.**