Business Details
24 Years
experience
Trusted CPA Services in Frederick, MD
Barbara A. Keeney, CPA, is a dynamic accounting firm dedicated to meeting the financial, accounting, and tax needs of businesses and individuals. We leverage cutting-edge technology to deliver comprehensive services, including financial reporting, tax preparation, payroll management, and strategic planning. Our client-focused approach ensures personalized attention to every client, regardless of size or complexity. With a team possessing diverse academic backgrounds and professional experience, we prioritize quality, efficiency, and cost-effective solutions. Our firm is committed to upholding the highest professional standards while maintaining a deep understanding of individual client requirements.We specialize in serving small to mid-sized for-profit and nonprofit organizations, as well as individuals, throughout Frederick, Maryland, and surrounding areas. By staying ahead of evolving tax regulations, we empower clients to make informed financial decisions. Our CPA credentials and dedication to excellence position us as trusted advisors in the accounting industry. This commitment to professionalism and client satisfaction has been the foundation of our practice since inception.
Services
Tax Preparation
Accounting Services
Payroll Processing
Financial Statements
Tax Planning
Nonprofit Consulting
Trust & Estate Tax
QuickBooks Support
Business Start-up Help
Details
- Year established: 2002
Highlights and features
- We combine CPA expertise with a personalized approach for every client
- Our team maintains up-to-date knowledge of changing tax regulations
- We serve both for-profit and nonprofit organizations with equal proficiency
- We utilize advanced technology for accurate, efficient financial solutions
- Our CPA credentials demonstrate commitment to professional excellence
Associations and certifications
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
What people say
Exceptional tax expertise
Personalized attention
Trusted financial advisors
Responsive communication
Experienced professionals
Services
Tax Preparation
We provide comprehensive federal and state tax preparation services for individuals and businesses. Our CPA-certified professionals ensure accurate filings while identifying tax-saving opportunities. From personal returns to complex business structures like C-Corps and LLCs, we deliver precise, timely submissions with electronic filing options available for most return types.
Accounting Services
Our full-service accounting solutions include financial statement preparation and bookkeeping. Using QuickBooks and other advanced tools, we maintain accurate records and generate critical financial reports. These services help businesses track performance, meet compliance requirements, and make data-driven decisions while ensuring year-round readiness for audits or tax filings.
Tax Planning
We develop year-round tax planning strategies to minimize liabilities for businesses and individuals. Services include entity selection guidance, estimated tax calculations, retirement planning, and fringe benefit analysis. By monitoring tax law changes and client circumstances, we create proactive strategies that optimize financial positions throughout the tax year.
Nonprofit Consulting
Specialized support for nonprofit organizations includes tax compliance, management consulting, and grant-related reporting. We help charitable entities maintain proper classification, prepare required filings, and implement financial controls. Our expertise ensures nonprofits meet all regulatory requirements while maximizing their resources for mission-driven activities.
Trust & Estate Tax
We prepare complex trust returns including CRAT, CRUT, and grantor trusts, as well as estate and gift tax filings. Our services help clients manage intergenerational wealth transfer while maintaining compliance. We also assist with tax implications related to special needs trusts and other specialized estate components.
People
Barbara A. Keeney
Owner/CPA
Barbara A. Keeney is a licensed Certified Public Accountant with extensive experience in tax and financial services. She leads the firm's strategic direction while maintaining hands-on client engagement across all service areas.
Bob Kyle
Enrolled Agent
Bob Kyle specializes in business taxation and compliance matters. As an Enrolled Agent, he provides expert tax preparation and representation services for clients before the IRS and state tax agencies.
Courtney Johnson
Junior Accountant
Courtney Johnson supports the firm's accounting and bookkeeping functions. With a strong foundation in financial reporting, he assists clients with maintaining accurate records and meeting regular reporting requirements.
Miriam Bolling
Administrative Assistant
Miriam Bolling manages client communications and office operations. She serves as the primary point of contact for scheduling, document management, and general inquiries.
Anita Lutz
Administrative Assistant
Anita Lutz provides essential administrative support to the professional staff. She coordinates workflow processes and maintains organizational systems that ensure smooth client service delivery.
Questions
What accounting software do you work with?
We specialize in QuickBooks as certified ProAdvisors, but can work with various accounting software platforms to meet client needs.
Can you help with multi-state tax filings?
Yes, we handle all state income tax returns including multi-state business operations and complex residency situations.
Do you offer audit representation services?
We provide full representation before the IRS and state tax authorities as part of our comprehensive tax services.
What types of businesses do you serve?
We work with all business structures including corporations, partnerships, LLCs, and sole proprietorships across various industries.
Are your tax services available year-round?
Yes, we offer year-round tax planning and preparation services to help clients stay prepared for all filing requirements.
