TAX PREP

At Kee Financial Services, we offer a hassle-free experience for individuals and small businesses. Our virtual service allows you to easily upload your tax forms through our mobile app and answer a simple questionnaire, all from the comfort of your own home or office. With our 100% virtual service, you can avoid the stress of waiting in long lines or taking time off work. Let us take care of your tax preparation needs, so you can focus on other things that matters. Download the mobile app today. Don't forget to download important information for your tax appointment below and book your appointment today.

DOWNLOAD MOBILE APP & UPLOAD YOUR DOCUMENTS FROM ANYWHERE!

Looking for an App that can do it all? Kee Financial Services has the App you need. Here's what our app can do for you.

Upload information and forms directly to us.
Sign your documents
Get paperwork sent directly to your email
Check your status
File your taxes anytime, anywhere.

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Everything You Need To Be Prepared For The Tax Season

QUESTIONNAIRE

At our financial services firm, we know that taxes can be a hassle, which is why we provide our clients with the Tax Preparation Questionnaire. With this tool, you can answer crucial questions about your finances from the current tax year in order to complete your taxes sufficiently. Let us take on the burden of tax preparation, so you can focus on what's important to you.

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TAX CHECKLIST

Don’t let tax season catch you off guard. Our Checklist provides you with everything you need to stay on top of your finances, so you can reduce the risk of being audited or needing to amend your taxes. We’ll guide you through every step of the process, making sure that no stone is left unturned.

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TAX PLANNING GUIDE

As a small business owner, tax planning is an essential step in legally reducing the amount of your tax liabilities. At Kee Financial Services, we understand that not everyone can afford professional tax planning services, which is why we’ve provided a free cheat sheet to assist you throughout the year. We’ll help you stay tax compliant and save more money for your business.

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TAX DEDUCTION

Navigating tax deductions can be overwhelming, which is why we've created a simple and effective solution: our tax deduction checklist. With this resource, you'll have access to a comprehensive list of items that can be deducted on your tax return. The best part? You don't have to go at it alone. Our team of experienced professionals is here to provide guidance and support every step of the way.

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BOOK YOUR APPOINTMENT TODAY

At Kee Financial Services, we have made every effort to make your experience as easy and straightforward as possible. All you need to do now is book an appointment. upload your files, and let us take care of the rest. You can trust us to provide the highest quality financial services that will help you achieve your goals.

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