Services

INDIVIDUAL TAX SERVICES

Keel is here to assist with annual tax return preparation, tax planning and making sure any required tax payments are made timely.

But lets not just think about this year. We’ll identify opportunities for long term asset growth and increased cash flows through reduced tax expense and conformity to the ever changing tax laws.

business tax services

We work closely with business owners and their management to ensure tax compliance and tax efficiency across a number of industries.

Filing timely and accurate tax returns is a compliance activity, not the end goal.

Keel Advisors wants to understand your company’s goals, and implement a tax efficient strategy to achieve the stakeholders and shareholders objectives. This tax planning is the key to our process.

family & Estate planning

Tax efficient closely held stock planning? We help you with that.  Founding person of a corporation expecting big things to come? 

Keel can assist with the right, tax efficient structures.  Transferring wealth between generations?   Our professionals can keep you in compliance, and your estate whole.  Transferring a family business to a new generation? We want to hear your story.

TRANSACTIONAL ADVISORY

Each year Keel Advisors assists our client in complex transactions when buying and selling businesses. We can assist with the tax planning around the purchase and sale, capturing tax attributes of a business, structuring a new combined business, and more. We are always excited to assist with these transactions and get to know the whole advisory team.