Business Details
25 Years
experience
Emergency
services
Trusted Tax Resolution Services in Exton, PA
Keystone Financial Solutions specializes in helping individuals and businesses resolve tax problems through strategic IRS negotiations. Founded in 2001, our Exton, PA-based team combines decades of experience in tax resolution, accounting, and advisory services to deliver personalized solutions. We prioritize client education, transparent communication, and ethical practices while representing clients in matters including back taxes, liens, levies, and audits.Our expertise in IRS policies and procedures enables us to secure favorable outcomes through Installment Agreements, Offer in Compromise, and Innocent Spouse Relief. Recognized for community involvement and industry leadership, we serve clients nationwide with a focus on the Philadelphia region, emphasizing proactive strategies to achieve long-term financial stability.
Services
Tax Resolution
Offer in Compromise
Installment Agreements
Innocent Spouse Relief
IRS Audit Representation
Back Tax Filing
Details
- Year established: 2001
Highlights and features
- 20+ years of specialized tax resolution experience since 2001
- Personalized strategies tailored to individual financial circumstances
- Proven success negotiating with IRS on liens, levies, and audits
- Local Exton, PA CPA firm with national service capabilities
- Founders hold CPA, Enrolled Agent, and ASTPS certifications
Associations and certifications
- American Society of Tax Problem Solvers (ASTPS)
- Certified Tax Resolution Specialist
- CPA
- Enrolled Agent
What people say
Exceptional service
Knowledgeable
Saved over $14,000
Professional handling
Timely communication
Services
Tax Resolution
Our tax resolution specialists negotiate with the IRS to resolve back taxes, penalties, and interest. We analyze financial situations to determine eligibility for settlement options. Clients receive customized strategies that may include penalty abatement, lien subordination, or debt restructuring, with ongoing support throughout the resolution process.
Offer in Compromise
We help qualifying taxpayers settle debts for less than owed through IRS Offer in Compromise programs. Our team evaluates financial hardship claims, prepares documentation, and negotiates terms. Services include pre-qualification analysis, submission preparation, and representation during IRS review to maximize approval chances for reduced payment amounts.
Installment Agreements
We establish structured payment plans for taxpayers unable to pay balances upfront. Our specialists calculate affordable monthly payments based on income and expenses. We handle IRS negotiations to minimize penalties and interest while ensuring compliance with tax code requirements, providing ongoing support until debts are fully resolved.
Innocent Spouse Relief
This service helps individuals avoid liability for tax errors committed by spouses. We assess eligibility under IRS categories including doubt as to liability and equitable relief. Our team prepares documentation proving lack of knowledge about tax discrepancies and advocates for complete debt transfer to the responsible party.
IRS Audit Representation
Our certified professionals represent clients during IRS audits, minimizing liability through strategic documentation and communication. We review audit notices, prepare responses, and accompany clients to meetings. Services include error correction, penalty negotiation, and ensuring compliance with tax code while protecting client interests throughout the examination process.
People
Frank Haarlander
Co-Founder & CPA
With 20+ years in tax resolution, Frank specializes in IRS negotiations and audit defense. Former PwC consultant and Fortune 500 tax director, he holds CPA, MSTax, and ASTPS certifications. Co-author of 'Fight The IRS! And Win!!!', he focuses on helping clients achieve tax compliance through strategic settlements.
Bryan Haarlander
Co-Founder & Enrolled Agent
Bryan specializes in tax resolution for small businesses and hospitality industry clients. As an ASTPS-certified Enrolled Agent and former international tax firm manager, he brings expertise in complex tax debt situations. He teaches tax preparation and focuses on asset protection strategies for business owners.
Questions
What tax resolution options do you offer?
We provide Offer in Compromise, Installment Agreements, Innocent Spouse Relief, and audit defense services. Our specialists evaluate each case to determine the optimal strategy for resolving IRS debt.
How can you help with IRS wage garnishment?
We immediately request garnishment release upon representation, then negotiate alternative payment arrangements while ensuring compliance with IRS regulations to stop ongoing collections.
Do you handle business tax problems?
Yes, we specialize in corporate tax resolution including payroll tax debt, business audit defense, and partnership tax issues for corporations, LLCs, and partnerships nationwide.
What experience do your team have with IRS audits?
Our team includes former IRS representatives and PwC consultants with 20+ years handling audits. We prepare documentation, accompany clients to meetings, and negotiate favorable outcomes.
How do you charge for services?
Fees vary by case complexity. We provide transparent pricing after evaluating your specific situation during a free consultation with our tax resolution specialists.
Can you help with state tax debt?
While our primary focus is IRS issues, we assist with Pennsylvania state tax problems and coordinate with local experts for multi-state tax debt situations.
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