Keebler & Associates, LLP is a tax advisory and CPA® firm located in Green Bay, Wisconsin. We provide family wealth transfer and estate tax planning and retirement distribution planning. We also provide educational resources to the estate planning community including attorneys, financial advisors, trust officers, accountants and insurance professionals.
Our private practice clients are high net worth individuals from across the United States who come to us seeking advice and insight on preserving accumulated wealth. Our role is of a trusted advisor with specialization that is nationally recognized in the areas of tax and estate planning. To effectively serve our clients, we take time to build a relationship with each one so that we understand their objectives, values and concerns. This allows us to develop customized, tax-minimizing strategies and solutions that deliver clarity and peace of mind.