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Keathley, Maxwell & Antongiovanni, LLP provides a wide range of services to individuals and businesses in a variety of industries. At Keathley, Maxwell & Antongiovanni, LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Industries we serve include:

  • Agribusiness
  • Auto dealerships
  • Construction contractors
  • Credit unions
  • Franchisees
  • Health and welfare benefit plans
  • Retirement plans
  • Insurance
  • Legal
  • Medical
  • Newspaper publishing
  • Non-profit organizations
  • Oil & gas
  • Pension plans
  • Real estate
  • Retail
  • Special districts
  • Utility districts

Our professional services include:

Tax Compliance and Management Services

At Keathley, Maxwell & Antongiovanni, LLP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to:

  • Individual and Business Tax Planning and Preparation
  • Estate and Trust Planning and Tax Preparation
  • IRS and FTB Representation
  • International Taxation

Individual and Business Tax Planning and Preparation

Proper business and individual planning can provide tax savings and prevent surprises with tax liabilities. KMA wants to be your advocate and help you make important financial decisions which will affect your individual tax liabilities. We want you to understand your tax situation and with our diligent knowledge of relevant laws we will be prepared for these discussions.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Keathley, Maxwell & Antongiovanni, LLP's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

IRS and FTB Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

International Taxation

Our experience with the taxation of U.S company doing business abroad and residents working abroad as well as foreign corporations doing business in the U.S. or foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Assurance and Advisory Services

At Keathley, Maxwell & Antongiovanni, LLP, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

Audits, Reviews, and Compilation

Keathley, Maxwell & Antongiovanni, LLP's financial statement services comprise all three levels of assurance depending on your company's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Keathley, Maxwell & Antongiovanni, LLP can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Business Valuation

The range of needs for valuing businesses continues to widen, and Keathley, Maxwell & Antongiovanni, LLP can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Keathley, Maxwell & Antongiovanni, LLP combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, Keathley, Maxwell & Antongiovanni, LLP's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Keathley, Maxwell & Antongiovanni, LLP can provide professional know-how to help you successfully structure and negotiate the deal. Keathley, Maxwell & Antongiovanni, LLP employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Transaction Structuring and Negotiations

When it comes to complex or simple structures of new or existing businesses, having the right financial advisors is important. At KMA, we have a wide network of business professionals we have worked with to structure transactions. Because of prior experiences, we are knowledgeable on what are the proper questions and conclusions in order to get the proper result for a client. In addition, we are also comfortable enough with our business connections to refer clients to qualified professionals in the community who can help with any transaction. We believe our clients continue to benefit from our knowledge and our vast network of business relationships.

Business Succession

Business succession is an important part of a business' future. Using a goal based analysis; we have helped many clients plan for the long-term continuation or termination of a company.

Accounting and Bookkeeping Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Keathley, Maxwell & Antongiovanni, LLP's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping/Write-up
  • QuickBooks Accounting Help and Assistance
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Employee benefit and profit-sharing plans

General Ledger and Financial Statement Preparation

We can appreciate the complexities of managing your accounting records, including your general ledger and the preparation of financial statements. At KMA, our staff are trained to help you figure out the most complex of accounting transactions and their recording and will help you comply with internal or external financial statement reporting needs.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Keathley, Maxwell & Antongiovanni, LLP can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance

QuickBooks has become the market standard in small to mid-sized business accounting. At KMA, we have embraced this trend and have a Certified QuickBooks Pro Advisor on staff ready to help you with all quickbook related questions. In addition, since the firm is a Pro Advisor, we have Pro Advisor support from QuickBooks to fix any and all problems with the software or its application.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you purchase and use the software, we help you use it more efficiently and more effectively.

Some of the noted QuickBooks services Keathley, Maxwell & Antongiovanni, LLP offers include the following:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Payroll Services

Keathley, Maxwell & Antongiovanni, LLP offers multiple solutions to satisfy client payroll service needs. Our goal is to help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. In addition, we are available to assist with administration activities, such as workers' compensation reporting or tracking of employee vacation time.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Keathley, Maxwell & Antongiovanni, LLP can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Keathley, Maxwell & Antongiovanni, LLP can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Litigation Support and Forensic Accounting

Keathley, Maxwell & Antongiovanni, LLP litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Financial and Retirement Planning

Keathley, Maxwell & Antongiovanni, LLP's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Keathley, Maxwell & Antongiovanni, LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Outsourced Internal Audit Function

The outsourced internal audit services at KMA help public companies comply with the requirements of the Sarbanes-Oxley Act of 2004. Services include assisting management with the performance of monitoring procedures. KMA is also available to help a company analyze their internal control structure and perform risk assessment.

Trust Accounting

A trust accounting is performed to submit to a court for compliance with California probate law. We have prepared many trust accountings for clients and the firm is available to provide this service.

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