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Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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Celebrating over 50 years in business, Keller & Associates CPAs, PLLC has dedicated itself to building a full service accounting practice, where we understand the business of our clients such as recognizing problems, providing advice and enhancing value.
R.L. Keller founded the firm in 1968. In 1993, Lane Keller acquired the practice and changed the name to Keller & Associates CPAs, PLLC. Integrity, expertise, and our attentiveness and understanding of the tax laws describe the accounting and tax practice we provide. Our commitment to our clients has enabled the firm to grow and serve over 500 clients annually.
Our advice is founded on sound business practices, built on solid ethical foundations, and offered by professionals dedicated to your success. Retirement and estate planning, investments, and insurance all have tax repercussions. Our experience and expertise with the tax laws enable us to evaluate your financial entities to help minimize your tax liability.
The American Institute of Certified Public Accountants holds CPAs to professional standards. To maintain their professional licenses they must conform to their respective code of ethics, meet annual continuing education requirements and stay current on changing tax laws. CPAs have been trusted and competent financial professionals for more than 100 years, helping individuals and businesses thrive in an increasingly complex and volatile financial environment.
The CERTIFIED FINANCIAL PLANNER™ Professional or CFP® mark denotes individuals who are educated in a variety of financial topics. Our professionals holding these designations must meet annual continuing education requirements and are held to respective code of ethics and a fiduciary standard. These rules require that an adviser act solely in the best interest of the client, which includes finding the best investment alternatives with lower expenses when possible. Anyone can call themselves a “financial advisor” without any professional standards or certifications.
The Personal Financial Specialist, CPA/PFS, designation is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical when helping a client obtain the most valuable and objective advice. Our CPA/PFS professionals have the experience, ethics, and expertise to facilitate the maximization of your wealth preservation.
Keller & Associates serves clients from several states. The majority of our clients are living or doing business in Texas.
Our clients cover a broad spectrum of businesses and pastimes. We have clients who have been involved in the ranching and oil and gas business for over a century to the start-up entrepreneur. We also have many clients who are in the early phase of planning to ensure their family’s financial security to retirees who continue their planning to ensure their assets are allowing them to enjoy life as they envision.
At Keller & Associates, we are committed to leaving a footprint towards making our community a better place. Some of the charitable efforts that we have focused significant time and resources on are:
Keller & Associates CPAs, PLLC is always interested in interviewing CPA professionals who are interested in living in the Victoria area and joining our great team of professionals. The firm also has a great tuition reimbursement benefit for employees who are in the process of completing their education towards an accounting degree with the goal of a CPA license. Please complete the contact page on our website, upload your cover letter/resume and check the careers box.
Senior Tax Accountant – Responsible for preparing complex tax returns, tax research and tax planning. Person will train and mentor tax staff. CPA designation, minimum of 5 years experience, minimum of 1 year of management experience, and excellent computer and communication skills required.