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Meisser & Associates

EXCEEDING YOUR EXPECTATIONS

Certified public accountant in Scotts Valley, CA (show on map)
Google 3.4
★★★☆☆
5 reviews

Keeley & Cleveland, Inc. is a CPA firm in Scotts Valley, CA offering tax preparation, business services, and estate planning for individuals and small businesses.

Call (831) 999-1700
Navigate to Visit website
Meisser & Associates website

About

Keeley & Cleveland, Inc. is a team of accounting professionals and CPAs providing outstanding tax preparation and financial services. Formerly known as Meisser & Associates, the firm was reorganized in 2024 after the passing of founder Everett Meisser, Jr.

The firm offers a broad range of services including tax preparation, tax planning, business services (small business accounting, part-time CFO, cash flow management), trusts and estates planning, and IRS problem resolution. With over 40 years of combined experience, the firm is dedicated to helping clients maintain financial viability in the present while taking a proactive approach to achieve future goals.

40+ years of combined experience
Full-service CPA firm licensed in California
Formerly Meisser & Associates (established 1976)
Estate and trust specialization
QuickBooks services offered
IRS problem resolution services
Team approach to client service

Services

Tax Preparation

Comprehensive tax preparation services for individuals, partnerships, corporations, and trusts.

Individual Tax Returns Partnership Tax Returns Corporate Tax Returns Trust Tax Returns

Tax Planning

Proactive tax planning services to help clients minimize tax liability and achieve financial goals.

Year-round Planning Tax Strategy Development Business Tax Planning

Tax Problems

Resolution services for IRS tax issues including audits, levies, liens, and payment plans.

IRS Audit Representation Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Liens IRS Levies IRS Wage Garnishment IRS Seizures IRS Payment Plan Offer In Compromise Bankruptcy Innocent Spouse Relief

Small Business Accounting

Complete accounting services for small businesses including bookkeeping and financial management.

Bookkeeping Financial Statements Cash Flow Management

Part-Time CFO Services

Part-time CFO services to provide financial leadership and strategic guidance for small businesses.

Financial Leadership Strategic Planning Budget Development

QuickBooks Services

QuickBooks setup, training, and support for small to mid-sized businesses.

QuickBooks Setup QuickBooks Training QuickAnswers QuickTune-up QuickBooks Tips

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Google
Rating
3.4
★★★☆☆
Reviews
5
"They are superb accountants!"

Frequently Asked Questions

What services does Keeley & Cleveland, Inc. offer? +

Keeley & Cleveland, Inc. offers tax preparation, tax planning, business services (small business accounting, part-time CFO, cash flow management, QuickBooks services), trusts and estates services, individual services, retirement planning, and IRS audit representation.

What types of tax problems can the firm help with? +

The firm assists with IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offer in compromise, bankruptcy, and innocent spouse relief.

Does the firm provide QuickBooks services? +

Yes, the firm offers QuickBooks services including setup, training, QuickAnswers, QuickTune-up, and QuickBooks tips.

What is the firm's approach to tax planning? +

The firm's mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals through open communication and sound analysis.

What are the firm's core values? +

The firm's core values are professionalism, responsiveness, and quality. They provide outstanding service through dedication to these three underlying principles.

How long has the firm been in business? +

The firm has over 40 years of combined experience. The founder, Everett Meisser, Jr., started his practice in January 1976. After his passing in 2024, Barbara Keeley and Melanie Cleveland formed Keeley & Cleveland, Inc.

What is the team's background and experience? +

The team has over 40 years of combined experience. Everett Meisser, Jr. had over 40 years of client experience. Barbara Keeley has nearly four decades of practice. Tina Hancock has a Master's in Accountancy and worked in biotech before transitioning to accounting.

Does the firm specialize in estate and trust services? +

Yes, Barbara Keeley focuses much of her practice in the fields of estates and trusts and enjoys working with clients who may not have had significant experience with trusts and other elements of estate work.

Contact Meisser & Associates

Meisser & Associates
Website
elmcpateam.com
Category
Certified public accountant
Wheelchair Accessible
Call (831) 999-1700

Opening Hours

Monday
09:00–17:00
Tuesday
09:00–17:00
Wednesday
09:00–17:00
Thursday
09:00–17:00
Friday
09:00–17:00

Location

Location of Meisser & Associates, 5 Erba Ln #C, Scotts Valley, CA 95066 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Meisser & Associates?

Reach out today to schedule a consultation.

(831) 999-1700

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