Our Services

TAX & ACCOUNTING SERVICES Taxes are a concern of every individual and business. The complex tax system requires a professional accountant with experience in taxation and knowledge of business. Our services include: Tax return preparation and compliance Tax planning and projections Representation before the Internal Revenue Service and other taxing agencies Review of new clients` prior tax returns to determine if refunds are due Estate planning Employee benefit plans ACCOUNTING SERVICES Providing a full range of traditional accounting services: Accounting, bookkeeping and financial statement preparation QuickBooks consulting FINANCIAL PLANNING Because financial planning depends upon an understanding of your current income needs, as well as, your individual long-term financial goals, it is important to determine your role as an investor. Your role encompasses resources readily available and your timeline to accomplish your goals. Dealing with your future, in general and financial planning, in particular, is sometimes overwhelming. We can help ease your anxieties with education about money issues. Our services include: Brokerage accounts Mutual Funds Fee-Based Asset Management Tax Deferred Investments Insurance Services Also be sure to ask us about our Speakers Bureau! Financial planning issues are frightful for some and we can present an educational format with a 20 minute seminar coupled with a question and answer segment following Mr. Kelley's presentation. If you should be interested in talking with us, please call and ask for Virginia Owens, Firm Administrator for Kelley Financial Group, 713-622-7759. A brochure with our speakers' bureau topics will be mailed to you. It's painless, it's free, and the seminar can lead you to a better understanding of wealth management for you future. STARTING A BUSINESS The decision to start a business takes a lot of courage and the complicated business environment requires knowledge of all aspects of managing the business. Record keeping, tax reporting, and financial reporting, just to mention a few. Kelley Financial Group has developed a New Business Kit to assist each new business. Topics covered are: Selecting a Legal Entity Registering with the Tax Authorities Accounting and Bookkeeping Payroll Taxes Selecting a year-end Income Taxes Cash Planning and Forecasting Obtaining Credit and Financing Your Own Business Insurance The New Business Kit has been prepared especially for you. To obtain a free copy, call Kelley Financial Group at 713-622-7759.