KD Financial Services is a full service tax preparation firm that specializes in individual tax preparation and small business tax returns. We are experienced in preparing LLC, Corporate, and Partnership returns as well. We also can assist our clients with their payroll and bookkeeping compliance along with sales tax and related tax filings.
Our Team
Keith A. Dailey, President
Keith has been preparing income taxes and providing accounting services for over 20 years. He graduated from Holy Family University with a Bachelors in Accounting. He has personally prepared over 20,000 personal tax returns. Keith is also a licensed Realtor with Remax Home Experts in Philadelphia. Keith works at our Fishtown Memphis Office during tax season and can be contacted at kdailey@kdfinancial.com 215.426.0100 ext 202
Rosemary Frederick, Director of Operations
Rosemary has been with our firm for over 10 years and has prepared close to 15,000 personal tax returns. She graduated from the PJA Business School with a concentration in Accounting. Rosemary is well versed in the financial aid process for college students and takes pride in helping her clients navigate the tax code. Rosemary works at our Fishtown Frankford Office during tax season. You can contact her at rfrederick@kdfinancial.com 215.426.0100 ext. 204
Robert Ritchie, Office Administrator / Customer Service
Bob has worked at KD Financial in many capacities since 1998. He has a Bachelors in Business Administration from Temple University and is well versed in all matters related to real estate and mortgages. He is currently working as our Customer Service representative and has for the past 3 years. He is truly an asset to our staff and wants to help all of our clients in any way he can. Bob's main focus is on making sure our clients concerns and questions are addressesd as quickly as possible. He can be reached at rritchie@kdfinancial.com 215.426.0100 ext 207
Tax Professionals
Tacony Office
Anthony Lloyd, Daniel Kushner, Dawn McGinley, Pedro Perez,
Rich Wolstenhome
Fishtown Memphis
Keith Dailey, Andre Boyle, Robert Ritchie, Sara Dougherty
Fishtown Frankford
Rosemary Frederick, Liz Tapan, Theresa Buonocore, Tim Logue
Sicklerville (NJ)
Benjamin Lam
Administrative & Support Staff
Holly Grillo, Karen Montgomery, Britanny Bonawitz, Alicia Pulaski
