Tax. Accounting. Strategy. All Under One Roof.

We help Philadelphia region businesses and families keep more of what they earn—with transparent pricing, expert guidance, and zero surprises.

15+ Years Experience
100% Client-Focused
CPA Certified Expertise
$0 Hidden Fees

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Choose Your Path

Whether you're navigating personal finances or scaling your business, we provide the expertise you need—without the enterprise price tag.

For Individuals & Families

  • Personal Tax Preparation
  • Tax Planning & Strategy
  • Estate & Trust Tax
  • Education Planning
  • Retirement Planning
View Individual Services →

For Business Owners

  • Business Tax Preparation
  • Monthly/Quarterly Bookkeeping
  • Payroll Services
  • CFO Advisory Services
  • Business Entity Selection
View Business Services →

The CK2 Difference

Why Bala Cynwyd Chooses Us

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Transparent Pricing

Know what you'll pay before we start. No surprise bills, no hidden fees—just honest accounting.

Fast Turnaround

Most tax returns completed within 5 business days. We respect your time as much as you do.

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Year-Round Support

Tax season doesn't end in April. We're here when you need us—not just when the IRS does.

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Modern Tools

Secure client portal, e-signatures, and mobile access. Manage your finances from anywhere.

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Proactive Strategy

We don't just file—we plan. Quarterly check-ins keep you ahead of tax obligations.

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Local Expertise

Serving the Philadelphia region with personalized service. We know your community.

Client Results

Real People, Real Savings

"Keith Carney and staff have been a HUGE benefit to my business financing and business bookkeeping… I am extremely pleased with the way he handles Kitty on Top bartending finances and offers revenue and grant opportunities monthly in his newsletter. He takes away a pain point… knowledgeable in the world of accounting and finance… very gregarious, non-judgmental, and personable which makes meetings and business feedback a breeze."

— Kitty On Top Bartending

"He actually saved me money and found things on my previously filed taxes that the other big named guys messed up that could have ultimately gotten me in trouble with the IRS… I will definitely use Keith & CK2 Financials for all my personal & business affairs!"

— Chauncy Huff

"He helped me overcome a few challenges with a previous tax bill. He was patient… communicated effectively on how to correct my mistakes… made completing my taxes easy."

— Janelle Dunn

"They are professional, knowledgeable and friendly… From taxes to bookkeeping; I would never trust my business with anyone else. If I could give 10 stars it still would not be enough!"

— Victoria Smith

Ready to Take Control of Your Finances?

Book a 30-minute consultation. We'll review your situation, answer your questions, and show you exactly how we can help.

Schedule Your Consultation