Insurance Analysis

Mary Wilson Keener, PC offers a review of your current life, health, disability and long-term care insurance policies and risk coverages. We will offer opinions about the plans you have in place now. If changes are recommended, then you are provided options and illustrations of alternative plans for your consideration. We have an independent insurance agent on staff who has access to help you purchase policies from many different insurance companies. Let us help you decide how you want to cover life’s risks.

• Individual Tax Preparation
• Business Tax Preparation
• Tax Preparation for Estates and Trusts
• Texas Franchise Reporting
• Texas Sales Tax Reports
• Federal, State & Local Tax Issue Resolution
• International Tax Assistance
• Tax Planning for Individuals
• Bookkeeping
• QuickBooks Installation & Training
• Payroll Preparation
• Payroll Tax Reports (941, 940, TWC, W2s)
• Preparation of 1099 forms
• Employee Benefits Counseling
• Business Analysis and Solutions
• Budgets & Projections
• Customized Financial Future Plan
• Insurance Review & Analysis
• Creating an Investment Strategy
• Retirement Options