FREQUENTLY ASKED QUESTIONS
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Frequently Asked Questions
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General Information
Where is Kee Financial Services located?
Kee Financial Services is based in Charlotte, North Carolina, but we operate as a virtual financial company, servicing clients across all 50 states.
What was the inspiration behind Kee Financial Services?
Our founder's personal experiences with frequent moves led to the idea of creating a virtual financial service that could cater to clients across the United States, providing convenience and efficiency.
How do I check the status of my refund?
Click on the "WHERE'S MY REFUND" tab on the menu button.
When will I receive my refund?
Most times the IRS release funds up to 21 days from acceptance date. If you are claiming certain credits like EIC or CTC, the earliest you will receive your refund is mid February.
Im self employed can you still help me?
Yes. Self employed people have additional forms they must submit from people that are employed, but we can accommodate you with your tax return. Please mention when scheduling consultation.
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Services
What services does Kee Financial Services offer?
We provide a wide range of financial services, including individual and small business taxes, credit repair, business startup consultation, notary services, access to grants, and soon, the sale of eBooks on simple guides for starting various businesses, including taxes.
How does Kee Financial Services help clients with taxes?
We assist clients with tax preparation, ensuring accuracy and maximizing deductions. We also provide guidance on tax-related matters and help clients navigate the complex tax system.
Why did Kee Financial Services choose to operate virtually?
Operating virtually allows us to provide a more convenient and hassle-free experience for our clients, eliminating the need for long office visits and endless paperwork. It also enables us to retain clients and service all 50 states, regardless of our location.
How does the virtual service work?
We utilize secure online platforms to communicate with clients, share documents, and complete financial tasks. This allows for efficient and secure service delivery, ensuring client privacy and satisfaction.
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Book Club
What is the purpose of the Kee Financial Services Book Club?
We believe that building wealth starts with building mental wealth. The book club encourages personal growth and knowledge expansion, helping clients succeed in all aspects of their lives.
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Contacting Kee Financial Services
How can I get in touch with Kee Financial Services?
You can contact us through our website , email or by phone. We are always ready to assist you with your financial needs and answer any questions you may have.