I travel to you because I know traveling can be a real challenge for many Seniors. (My Mom is 94). So I MAKE IT MY BUSINESS to meet you at your home if that is more convenient for you. You read it right! A CPA that actually makes housecalls to assist Seniors! I will meet with clients in their homes and can also help over the phone and via the U.S. Mail service. I live in nearby Wyckoff, NJ (for the past 33 years) so I am available year round, not just during tax season should you have any questions.
Income Tax Preparation - Most Senior Citizens should not have to pay $500 - $800 (or more) to have their tax returns prepared and filed. Most Seniors have common income types such as:

Social Security (SSA-1099)
     Pensions (1099-R)
     IRA Distributions (1099-R)
Interest (1099-INT)
     Dividends (1099-DIV)
     Stock / Brokerage Account Activity (1099-B).

In most cases, these are not overly complex returns and should not demand premium fees. My goal is to prepare and file your tax return at a fair price. I complete and file each tax return myself. I also travel to meet with you at your home to make the whole process easier. I complete the return, but do NOT file it until I have reviewed it with you. Once you are satisfied and have signed an IRS-required consent form, I securely file your return from my office.
Financial & Personal Affairs - assist with organizing, reconciling, and tracking.
U.S. Mail / Paperwork (e.g. Incoming mail review/prioritization/resolution including monthly bill payment)
Seniors suffering loss of spouse or loved one. Help with determining next steps. (SS, Probate, Life Ins, etc)
Do you have a need that is not covered above? Just call me. I may be able to help. BUT... if I can't, I'll help direct you to a resource that can.

About Matthew A. Keller, CPA:

Matthew A. Keller, CPA is a small, homegrown business built by Matt. Matt is a retired senior manager for Unilever, a global company whose brands include Hellmann's, Lipton, Knorr, Breyer's, Dove, Pond's, etc. Matt gained 30+ years of experience in various corporate functions including Accounting, Finance, Project Management, Process Re-Design, Mergers & Acquisitions, and Competitive Intelligence. After retiring from the corporate world in 2014, Matt decided to build an affordable and quality-driven business to support Senior Citizens primarily residing in Northwest Bergen County.

Matt graduated from Montclair State University in 1984 and worked for Midlantic Banks, Inc. (as a bank auditor) and Walter Kidde, Inc. (as an internal auditor). He earned his CPA license (NJ #20CC01817000) in October 1989 while working in Accounting and Finance for Thomas J. Lipton, Inc. Matt was Project Manager for several major HR, Benefits, and Payroll software implementations and then joined Unilever's Mergers and Acquisitions group located in Lever House, Unilever's North American headquarters, based in New York City. He devoted the last fifteen years (2000-2014) of his corporate career to Competitive Intelligence at Unilever's U.S. headquarters in Englewood Cliffs, NJ. Matt supported successive Presidents of North American Sales with financial and operational analyses.

In addition to building this business, Matt was an IRS-certified Advanced Tax Counselor and was a Facilitator for the AARP Tax Aide Volunteer Program in Northwest Bergen County. He’s assisted Seniors and lower income individuals with their Federal & State tax returns at the New Milford, Wyckoff, Waldwick, and Fair Lawn AARP Tax Aide branches. He is also employed as a Tax Expert (Jan - April 15) for Intuit TurboTax for the past 7 years.

**Please call for a no-cost meeting to see if Matthew A. Keller, CPA is right for you.**

Phone = (201) 289 - 1081 Email = matt@kellerassist.com

NJ CPA License # = CC018170

THANKS for considering my service. I look forward to speaking with you!