Keystone Financial Solutions

Business Details

25 Years

experience

Trusted Exton PA Accounting & Tax Services

Established in 2001, Keystone Financial Solutions has built a reputation as a trusted partner for accounting, tax, and business advisory services. Our firm specializes in delivering proactive, personalized solutions tailored to the unique needs of corporations, partnerships, LLCs, small business owners, and individuals. With a focus on understanding client goals, we develop customized strategies to optimize financial outcomes while maintaining a commitment to timely, cost-effective service. Our team prioritizes regular communication and prompt responsiveness, ensuring clients feel supported throughout their financial journey.

Headquartered in Exton, Pennsylvania, we serve clients across the Philadelphia suburbs and nationwide, combining local expertise with a broad perspective. Our dedication to exceeding expectations is reflected in our satisfaction guarantee, which underscores our confidence in the quality of our advisory services. We empower clients through resources like our book *EMPOWER Your Business to Reach Its Full Potential*, designed to guide business owners toward sustainable growth. By eliminating hidden fees and maintaining transparency, we foster long-term relationships built on trust and mutual success.

Services

Tax Preparation IRS Problem Resolution Small Business Accounting Tax Planning QuickBooks Services Business Consulting Outsourced Accounting New Business Advisory Business Valuation

Details

Year established: 2001

Highlights and features

Established in 2001 with a proven track record of client success
Free initial consultation with no obligation
Proactive and personalized financial strategies for every client
Serving Philadelphia suburbs and nationwide business clients
Satisfaction guarantee with prompt communication and support

Website

Update Listing

Services

Tax Preparation

Our tax preparation services ensure accurate, compliant filings tailored to individual and business needs. We specialize in minimizing liabilities while maximizing refunds through strategic planning. Clients benefit from our expertise in federal, state, and local tax regulations, with a focus on proactive solutions for long-term financial health.

IRS Problem Resolution

We resolve complex IRS issues including audits, liens, levies, and back taxes. Our team negotiates with tax authorities to create manageable payment plans and reduce penalties. Businesses and individuals gain peace of mind through our proven strategies for resolving disputes efficiently and discreetly.

Small Business Accounting

Comprehensive accounting solutions for small businesses include bookkeeping, payroll, and financial reporting. We streamline financial operations to improve cash flow and decision-making. Clients receive customized support for budgeting, tax compliance, and growth planning from experienced professionals.

Tax Planning

Proactive tax planning services identify opportunities to reduce liabilities while aligning with long-term financial goals. We analyze income, investments, and business structures to optimize tax outcomes. Clients receive year-round guidance to maximize savings and avoid common pitfalls.

Business Consulting

Our business consulting services focus on growth strategy, cost reduction, and operational efficiency. We provide actionable insights for startups and established companies through financial analysis and market expertise. Clients gain competitive advantages through data-driven recommendations tailored to their industry.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, payroll processing, financial reporting, and tax compliance services tailored to small businesses.

Do you offer free initial consultations?

Yes, we provide no-obligation consultations to discuss your accounting, tax, or business advisory needs.

How can you help with IRS tax problems?

Our team negotiates payment plans, reduces penalties, and resolves audits, liens, and levies on your behalf.

What industries do you specialize in?

We serve real estate professionals, small business owners, and individuals across Pennsylvania and nationwide.

Are your services available remotely?

Yes, we offer virtual consultations and cloud-based accounting solutions for clients outside our local area.

Reviews (7)

Write a Review

R. M.

Dec 20, 2019 Report

So very happy to be using Keystone Financial Solutions in Exton, PA. Frank and Bryan Haarlander have done an outstanding job preparing our tax returns. They are both extremely efficient, knowledgeable and professional. Whenever I have questions they are available and willing to offer advice. Saved me so much tax stress. I highly recommend this team. Thank-you Frank and Bryan. You are the best!

Michael Ryan

Feb 05, 2016 Report

Keystone Financial Solutions always makes doing taxes as painless as possible. Calls are answered immediately and questions answered promptly. I highly recommend them for all financial needs.

Mike Carahaly

Oct 01, 2015 Report

Frank is a true professional and very knowledgeable. I opened a new business this year and I wish I met him earlier. I think very highly of him and I am confident you'll be satisfied with his services too.

Joseph Wright

Jun 28, 2014 Report

I have been working with Frank for 4 or 5 years now. He always goes above and beyond and strives to help his clients in every way he can. Sometimes its not even in accounting. He has been doing my personal and business taxes for sometime now and even helped with a complicated estate return for my wife and I.We have never had the service we get from Frank from any other accounting firm, let alone another vendor.

Build Your Firm

Apr 04, 2014 Report

Frank at Keystone has been an absolute pleasure to work with! He's easy to get on the phone and quick to answer questions. Thanks Frank!

Tim DiNoto

Feb 18, 2014 Report

Frank and Brian make a great team. I have been doing business with them for over 5yrs. They might not always tell you what you want to hear but definitely what you need to hear. They have been one of my best business assets.

Dan Russell

Nov 23, 2013 Report

I first interacted with Frank related to an obscure tax change that allowed recovery of taxes paid years ago. Frank was incredibly knowledgeable about the regulations and the process, and was instrumental in obtaining a substantial refund. This would not have happened without his involvement. Since then, Frank has handled all my taxes for me, which includes both personal and a small LLC. He is thorough, knowledgeable, professional, fast, and very easy to work with. Frank explains things clearly and presents alternatives when appropriate.

I particularly appreciate that he provides multiple means of interacting with his firm - phone, email, postal mail, secure upload/download, and has always been easy to reach when I've needed to talk to him. I highly recommend his firm.