It's never a bad time to speak with your financial professional about changes in your situation. Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.Welcome, I'm Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
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Services
Who We Are
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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Tax Services
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We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
Business Solutions
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Get services tailored to your needs. Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing. Where do we begin? We'll work with you to identify the services you need. Then we'll set up a schedule so data is collected, recorded, and handled efficiently and timely.
Personal Financial Services
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A Little Planning Can Save Thousands of Dollars! You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Over the coming years, the Tax Relief Act of 2001 gradually reduces estate and gift tax rates, and the exemption amount increases.
Reviews (6)
Leslie Richards
Jun 02, 2021
Stephanie Franklin
Jun 25, 2020
Theresa Slack
Feb 17, 2019
I have been using Frank to handle all my business taxes and payroll, and personal finances for about 10 years and I am very happy with the quality of work. My staff is always paid on time and there has never been a problem with payroll. All my taxes sales tax, payroll, corperate, etc are all filed and paid on time. Owning a business is hard work and alot of long hours and having Frank on my side I do not have to worry about payroll and taxes to do. Frank has my back and I would highly recommend him to any business owner who wants to free up some of their time. Laura in the office is wonderful she always has the bookkeeping answer for me.
Don Lehmer
Jan 13, 2018
March 1, 2017. I wish I would have read the reviews. I wouldn't have used him. My tax prep fee went from $187 three years ago under Art Rhoads to over $600 this year. Every year he's made major mistakes with my taxes, and it's because he didn't use the 1099's I gave him, consequently I just got an IRS bill showing almost $2,700 due. The 1099's are even in the binder he sent me, but he didn't add those figures to my income. I'm mad at myself for having him do my taxes. I'm not going to rant anymore, it'll only make me more mad! I wish there was a no star to give!
Rebecca Heck
Apr 18, 2015
Stan Kuhn
Apr 02, 2015
POOR SERVICE/CRAZY HIGH FEES. 7 months of inaction, then charged $475 for "services" of phone time and faxing that I can't prove, and that I can, and did, perform in just a few minutes. Office was closed in mid-afternoon 2 times when I stopped by. Frank was out of the office for a month on 2 different occasions I stopped to check on progress, and "couldn't be reached", next time he was out for a week and "couldn't be reached." Others in office claimed they didn't know about my project, or where my records were located when I asked for them.
