Barbara A Keeney Llc

Barbara A. Keeney, CPA, LLC is a dynamic Certified Public Accounting (CPA) firm that is dedicated to providing high-quality financial, accounting, and tax services. Our goal is to assist both businesses and individuals with their financial needs, utilizing cutting-edge technology to deliver full-service solutions. Our client base includes small and medium-sized for-profit and not-for-profit organizations, as well as individual clients. Despite being a relatively small firm, our staff boasts a diverse range of experience and academic credentials. We pride ourselves on delivering personalized, client-oriented services tailored to meet the unique needs of each of our clients. Our team is made up of motivated professionals committed to upholding the highest professional standards while delivering efficient and cost-effective solutions.

Tax Preparation

At Barbara A. Keeney, CPA, LLC, we offer comprehensive tax preparation services for individuals, businesses, and non-profit organizations. Our team is experienced in preparing a wide range of tax returns, including:

• Individual Income Tax Returns
• Business Income Tax Returns (C-Corps, S-Corps, Partnerships, LLCs, and Sole Proprietorships)
• Personal Property Returns
• Multi-state Returns
• Estate and Gift Tax Returns
• Charitable Trust Returns
• CRAT, CRUT, Grantor, and Special Needs Trust Returns
• Non-resident and Part-year Resident Returns

Our firm is available year-round to provide tax preparation services and can represent clients during IRS and state audits. We are committed to helping clients navigate the complexities of the tax code and ensuring that all available deductions and credits are maximized.

Accounting and Bookkeeping Services for Businesses

Barbara A. Keeney, CPA, LLC provides comprehensive accounting and bookkeeping services for businesses of all sizes. Our team can assist with:

• Accounts Receivable and Payable
• Bank Reconciliation
• Financial Statement Preparation
• Financial Statement Compilation and Review
• Payroll Services
• Certified QuickBooks ProAdvisor Services

Our experienced staff can help businesses stay on top of their financials and provide the necessary resources to support informed business decisions.

Trusts, Estates, and Gifts Tax Planning

Our firm provides specialized services for trusts, estates, and gifts tax planning. We have experience preparing a wide range of trust and estate returns, including CRAT, CRUT, Grantor, and Special Needs Trust returns. Our team is committed to providing comprehensive tax planning services that help clients protect their wealth and pass it on to future generations in a tax-efficient manner.

New Business Start-up

Barbara A. Keeney, CPA, LLC offers new business start-up services, including assisting with the formation of entities, setting up accounting and bookkeeping systems, and providing ongoing support as the business grows. We can provide guidance on selecting the right business structure, obtaining necessary licenses and permits, and establishing relationships with banks and other service providers.

Staff

Our team is made up of experienced professionals committed to delivering the highest level of service. Our staff includes:

• Barbara A. Keeney, CPA (Certified Public Accountant)
• Bob Kyle, Enrolled Agent
• Courtney Johnson, Jr., Accountant
• Miriam Bolling, Administrative Assistant
• Anita Lutz, Administrative Assistant