TaxConnections

Enter Tax Boardroom

  • Request Private Answers to Your Tax Questions
  • View My Tax Library and Publications
  • Easy Skype Conferences

William F. Keats

President

Keats Tax & Financial Services
North Merrick, New York, USA

Tax Advisory Firm

Professional Summary

I have 40 years tax experience, including working in corporate tax and CPA firms during my first 10 years. Primarily, I now work in personal tax areas and small business taxes. In addition, I discuss ramifications of divorce with my clients pre- and post- divorce. I am an Enrolled Agent and represent tax clients before the IRS. I am also a Certified Financial Planner. About half my clients are in the pre-retirement stage or already retired in their 60's and 70's.
Other services include bookkeepikng and accounting.

Learn More

Languages

  • English

Industry Experience

    • Financial Services

Interests/Hobbies

  • Classical music
  • Reading, Writing
  • Volunteer work

Birthday

March 11


Experience

Keats Tax & Financial Services
North Merrick, New York, USA 11566
President
Tax Advisory Firm
1981 - Present

Education

BSBA, Accounting and Management 1963
Nichols College
Dudley, Massachusetts, United States
Accounting Society, Inrernational Relations Club, Drama Club, College newspaper

Professional Certifications

Enrolled Agent (EA)
Active
1986
Certified Financial Planner (CFP)
Active
1985

Associations and Societies

  • Natl. Assoc. of Enrolled Agents (No)
  • Natl. Asspc. of Tax Professionals (No)
  • National Society of Accountants (No)
  • Financial Planning Assoc. (No)
  • NY Sos. of Independent Accountants (Past President of Long Island, NY Chapter)

Click To Write A Review