Keystone Ledger has been keeping the books and filing the returns of South Jersey businesses and families since 2004. Four CPAs, one office on Route 70, and a rule that nobody gets billed for asking a question.
In 2003, Dana Whitfield was a senior manager at a regional accounting firm when a client called her, close to tears, about a tax bill he had not seen coming. He had done nothing wrong. Nobody at the firm had done anything wrong. The return was accurate and filed on time. He simply had no idea it was coming, because in eleven months nobody had spoken to him.
She was told the call would need to be logged as billable time.
Keystone Ledger opened the following year on a straightforward premise: the numbers are the easy part. The hard part — and the part almost nobody does — is making sure the person the numbers belong to actually understands them, in time to do something about it.
Twenty-two years later that is still the whole business. We file several hundred returns a year, we keep the books for businesses from two-person contractors up to eight-figure practices, and we have never once sent an invoice for a phone call.
You are assigned one of us. It stays that way. Nobody is going to hand your file to a seasonal preparer you have never met in the second week of March.
Managing Partner
Founded Keystone Ledger in 2004 after fifteen years at a regional firm where, in her words, “nobody was allowed to just explain things.” Dana leads the tax practice and still personally reviews every business return that leaves the office.
Director of Tax
A master’s in taxation and an unreasonable enthusiasm for multi-state filings. Marcus is the person who finds the Philadelphia wage tax overpayment that has been quietly happening for six years.
Client Accounting Lead
Runs the bookkeeping practice and is the reason the books close by the 15th. Priya has rebuilt more neglected QuickBooks files than she cares to count and has never once made a client feel bad about it.
Payroll & Compliance Manager
An Enrolled Agent who handles payroll and IRS representation. If a notice arrives, Tom is the one who reads it, translates it, and answers it — usually the same afternoon.
Thirty minutes, free, and genuinely no obligation. New clients get a no-charge review of their last two tax returns — we usually find something.