KD Financial Services | Meet Our Team Page | KD Financial Services

KD Financial Services is a full service tax preparation firm that specializes in individual tax preparation and small business tax returns.  We are experienced in preparing LLC, Corporate, and Partnership returns as well.   We also can assist our clients with their payroll and bookkeeping compliance along with sales tax and related tax filings.

 Our Team

Keith A. Dailey, President

Keith has been preparing income taxes and providing accounting services for over 20 years.  He graduated from Holy Family University with a Bachelors in Accounting.  He has personally prepared over 28,000 personal tax returns.  Keith is also a licensed Realtor with Remax One in Philadelphia.   Keith can be contacted at keith@kdfinancial.com    215.426.0100 ext 202

 

Rosemary Frederick, VP of Retail Tax Operations

Rosemary has been with our firm for over 15 years and has prepared close to 19,000 personal tax returns.   She graduated from the  PJA Business School with a concentration in Accounting.   Rosemary is well versed in the financial aid process for college students and takes pride in helping her clients navigate the tax code.  Rosemary can be ccontacted at rose@kdfinancial.com  215.426.0100 ext. 204

Liz Tapan, Small Business Accounting & Tax Professional

Liz has been with our office for over 15 years.  She currently provides small business accounting services to some of our clients while preparing over 15,000 personal tax returns through the years. Liz is part of our year round staff and is available to consult with you about your business needs or concerns all year long.  You can contact her at liz@kdfinancial.com or  215.426.0100 ext 203

Tax Professionals

                Dorothy Dyess, Kalynda Martin, Saraellen Hall,

                Isabella Bartoletti, Eric Le, Joseph Powell, Harlan Jenifer