"Frank and Keystone Financial Solutions, Inc. have provided exceptional services for my family and me. Most notably, I made a serious omission in the documentation sent to Frank for our 2011 Federal Income Tax Return. Frank, however, had no way of knowing or determining that this omission was made. Consequently, his office, as usual, did an excellent of documenting and preparing our tax returns.
"In 2013, we received notice from the IRS that we were negligent by not submitting all required documentation for our 2011 Return. Therefore, we owed a substantial amount of additional tax, and a significant monetary amount in penalty fees. We immediately paid the additional tax, but wrote a letter to the IRS indicating that the omission was unintentional and requesting the IRS forgive the penalty. Needless to say, our letter produced no sympathy from the IRS Auditors. I then contacted Frank and advised him of the situation. Through his counsel and expertise, we were able to identify extenuating circumstances that for the most part, caused the document omissions. Frank then coordinated all further replies and submissions to the IRS, citing their own regulations and ultimately obtaining an abatement of the tax penalty in question. Obviously we were elated with the professionalism and expert service we received from Frank and his company. He was with us from the start to the finish of this very stressful period and did a fantastic job. Frank and Keystone Financial Solutions have our gratitude and have definitely earned an outstanding recommendation from us." - James & Lois Anderson, McDonough, Georgia
"Frank and Bryan: Thank you both for your sentiment and concern! I never knew what I was missing until we switched accountants and selected your firm after much research. For an accounting firm to be so concerned as this - I am amazed at your level of service and caring for your clients. By far the best decision I made for my companies and family was to come to Keystone Financial Solutions. I know now I absolutely made the right choice - and for that alone I will be forever grateful for all your support and kind concern. It means a lot to us and the financial well being of our companies." - Bill Staudt, President, Meetings 2000 Inc.
"I don't often do this - however, I just want to say that my tax guy - Frank Haarlander at Keystone Financial Solutions offered exceptional service to me. I had some tough tax situations after Charles died, and some incredibly difficult problems to solve. I was not an easy client, often anxious and sad. However, Frank hung in there with me and helped me bring all of this to a happy conclusion. If you have any financial or tax situation that you need assistance with, I heartily recommend Keystone Financial Solutions. When was the last time you thought your tax guy was your hero?" - S. Van Scoyk
"I want to thank you both for helping me with my two companies over the past year. Your help was much needed and appreciated. I had worked with many accountants in the past and your responses to my questions and requests have been excellent. I value your advice and thoughts in my current and future business endeavors. In short, I am happy to pay the bills from Keystone Financial Solutions." - S. Pandya
"We switched accountants this past year to Frank Haarlander of Keystone Financial Solutions. After briefly meeting Frank I could tell that I was dealing with someone with a cutting edge expertise in his field. He targeted some very pertinent areas which had been neglected by our previous accountants. This led to significant immediate and future savings for my professional office. My wife was very pleased but naturally regretted that we had not been using Frank all along! Whereas many professionals may seem to the consumer to have similar credentials, some individuals, like Frank, are just much more informed, detailed, and conscientious about the product they deliver.
Besides the issue of financial savings, Frank has been a pleasure to deal with personally. He is extremely organized and enumerates in writing all the relevant tax questions, which then makes it easy to refer back to these to make sure they are properly addressed. He also keeps a running record of what has been previously discussed so that there is never a need to re-hash anything. (In my past dealings with accountants, I always seemed to be dealing with someone who needed to relay the question to another party, who then often never got back to me with an answer). By contrast, when you are working with Frank, you are reassured that you are dealing just with him and this takes a lot of the hassle out of getting the job done (and done correctly the first time).
Another nice part of Frank's service is the way he organizes your final returns in spiral binders with any supporting documents that were used attached to that section of the tax report. This then makes it easy to review the documents and helps to plan for the next year. (In my past dealings with accountants, my documents were usually returned randomly stuffed in a giant envelope without any idea about how the information had actually been used).
We also like the ongoing tax updates which Frank emails to us since we are alerted to any new information which we need to guide ongoing business decisions. Frank also posts us when he is on vacation so we always know whether he can be contacted on a given day. He is a great guy who does a superior job. What more can I say?
Since professional fees are fairly standard in metropolitan areas, I think it all boils down to the fact that a person should be getting their money's worth for the fees they are charged. Since switching to Frank I definitely feel that way. If you are unsure of whether you are getting your full value for accounting fees I recommend giving him a try. If you do, I anticipate that you will end up being as pleased as I am!" - Dr. K. Petrosky
"I want to say thank you for your help last week. Our previous accountant was never one we felt comfortable discussing things with. We walked away from meetings feeling like ours was too small a business for him to spend any time on. He never offered any advice on tax-saving strategies or business matters in general. You, on the other hand, have offered advice, helped us make decisions and feel comfortable talking with you, no mater how dumb a question we might have. THANK YOU!" - L. Kemmerer
"After more than a year working with Keystone Financial, I would like to thank Frank and his team. They have offered great advice to assure that I was able to improve my profit margins and to continue to manage the processes in my business. The team has taken the time to focus on my specific needs for my type of small business. The have been receptive to my needs and changes in summarizing the data that they offer on a monthly basis. Their summaries are concise and well consolidated, which makes it very easy for me to evaluate my departmental net sales and costs each month. The team has also been a great partner in advising me in topics related to income tax management for both my business and my personal activities. Thank you." - T. DiNoto
"We wanted to take a moment to let you know how appreciated your services are. Of course, the monthly financial reporting and supplements have been valuable to us, giving us a clear picture of our progress and areas for improvement. But even more important, you've answered our many questions and offered insight, new perspective and solutions for the continued growth of our young corporation. Your response has always been prompt, professional, accurate, and yet remains personal - we always feel we're as important to you as you are to us! Thank you so much for all you've done for us this year!" - Danielle and Scott
"Keystone Financial Solutions has been a wonderful asset for our Company. They can take complicated and confusing problems and create solutions that are understandable and effective. They are responsive, efficient, and a pleasure to work with. The peace of mind of having Keystone Financial Solutions working for us allows us to concentrate more on our core business and the needs of our clients. I highly recommend Keystone Financial Solutions." - Woody Cullen, Cullen Construction Company, Inc.