Top CPA/Financial Planning Firm in the US

KeatsConnelly, a Phoenix-based wealth management firm specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named a top CPA/Financial Planning Firm in the United States by CPA Wealth Provider’s Sixth Annual Financial Planning Awards program. It is KeatsConnelly second win in the past four years, and it is the only firm listed from the Southwest.

The firm is being recognized for its leadership through innovation, efficiency, initiative and growth in the financial planning field.

“There are many outstanding CPA/financial planning firms, so we are very honored to win this award for a second time,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for KeatsConnelly. “We feel that our success is due to our culture of ethics and looking out for our clients’ best interest at all times. This has led to tremendously loyal clients and employees.”

A panel of judges representing the chief editors of CPA Wealth Provider, Accounting Today, Practical Accountant, and Accounting Technology chose the Sixth Annual Financial Planning Awards recipients in the areas: best overall CPA/financial planning firm, best overall broker/dealer and best overall financial planning software vendor.

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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