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Adam Kee

Adam Kee, our Chief CPA, is a true seasoned professional in the finance industry. With over a decade of experience, Adam’s expertise spans accounting, tax strategy, and financial leadership. He’s not just a numbers guy, though; he’s a strategic thinker who’s passionate about helping clients achieve their financial goals. 

As President of Keestone Tax Services, LLC, Adam leads a dynamic team that provides comprehensive tax planning and consulting services for both individuals and businesses. His innovative solutions and dedication to client success have earned him a stellar reputation in the industry. 

Adam’s career path is a testament to his diverse skills and commitment to excellence. He honed his tax expertise at Premier Tax Consulting LLC, where he specialized in advanced tax preparation and nonprofit organization compliance. As Controller at Baily Insurance Agency, he streamlined financial operations and ensured regulatory compliance. Adam’s time at Steve L. Holbert CPA provided him with invaluable experience in public accounting, managing diverse client portfolios across various industries. 

Adam’s dedication extends beyond the boardroom. He’s a firm believer in giving back to the community, serving for six years as Treasurer and Vice President of the Board of Directors at Horses with Hearts, a nonprofit organization. 

Adam holds a Master of Professional Accountancy with a specialization in advanced accounting and forensic accounting/fraud investigation, and a Bachelor of Science in Accounting and Business/Management from West Virginia University. 

His impressive background makes him an invaluable asset to SETC Pros, Inc. He’s the driving force behind our mission to empower self-employed professionals, ensuring we remain at the forefront of tax preparation and financial advisory services. With Adam at the helm, our clients can navigate even the most complex financial landscapes with confidence.

 

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Washington, D.C. 20006

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ERTC Refund is a financial technology company, not a bank. Loan products are provided by Community Bank & Trust – WGA, an Equal Housing Lender, Member FDIC.

Not all claimants are eligible for the Employee Retention Tax Credit (ERTC). Eligibility is determined by specific qualifications under applicable IRS tax regulations. As an applicant, you are responsible for providing accurate and truthful information. ERTC Refund provides a secure, proprietary technology platform to assist in gathering and verifying information for the purpose of filing the ERTC claim for qualified businesses. ERTC Refund utilizes only verified IRS data in calculating refund eligibility.

Applicants for the ERTC applying through ERTC Refund may be eligible for an Express Refund. Not all applicants qualify. The tax credit amount must be $3,000 or greater to be eligible. Applicants in Iowa, Colorado, and U.S. Territories are not eligible for the Express Refund option.

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Whether you’re expediting an existing ERTC claim or starting a new one, please provide your info so we can help fast-track your ERTC refund—up to $21,000 per employee!