Firm Profile
At Keys & Simpkinson, LLC, we believe in the value of relationships and view every client relationship like a partnership. Our success is a result of your success and we are committed to providing close, personal attention to our clients. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Getting Started with Keys & Simpkinson, LLC

Needed for bill paying:

  • Prior bank or broker statements for Quicken or QuickBooks entry
  • Prior check register and/or computer bookkeeping
  • Power of Attorney (may be limited to bank accounts) if required by the bank or brokerage
  • Account signature cards

Needed for tax preparation:

  • Copy of prior year return
  • Partner basis information for partnership & passive investments

Needed for trust bookkeeping and/or tax work:

  • Copy of the trust agreement
  • Copy of the year-to-date records along with prior year(s)
  • Beginning balances for income cash and principal cash, if applicable
  • Prior year tax return
  • Duplicates of bank and broker statements

Needed for payroll return preparation:

  • If no prior returns -
    - Applications for employer identification number, signed by employer
    - Applications for withholding and payroll tax accounts, signed by employer
  • Copies of prior year returns, if any
  • Employee information
  • Copies of I-9, W-4, and driver's licenses for new hires