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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.
Other services include bookkeepikng and accounting.
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Languages
- English
Industry Experience
- Financial Services
Interests/Hobbies
- Classical music
- Reading, Writing
- Volunteer work
Birthday
March 11Experience
Keats Tax & Financial Services
North Merrick, New York, USA 11566
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)
1986
Active
Certified Financial Planner (CFP)
1985
Active
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)