Keith Gwaltney, CPA

Founder/Sr. Advisor, Gwaltney Tax & Advisory

Headshot of a middle-aged man with short, slicked-back hair, light beard, wearing a light blue collared shirt and a dark jacket, against a white background.

I’m Keith Gwaltney, a licensed CPA based in Tallahassee, Florida, with a passion for helping individuals and small businesses make confident, informed financial decisions. In November 2025, after careers spanning the U.S. Navy, public education, coaching, and public accounting, I launched Gwaltney Tax & Advisory, LLC to bring practical, relationship-driven tax and advisory support to individuals and business owners. After decades of “adulting” and years in public accounting — especially tax planning, tax preparation, and advisory — plus a strong personal and professional network, starting my own firm felt like a no-brainer. I bring a practical, common-sense approach to every client relationship — identifying inefficiencies, improving cash flow, and capturing opportunities that would otherwise be missed.

Who I Serve

I work best with:

  • Busy professionals and families who want their tax life handled with minimal hassle

  • Small business owners who need more than a once-per-year tax return

  • Real estate investors and rental property owners

  • Retirees and pre-retirees coordinating taxes, income, and investments

If you value responsiveness, clear explanations, and a modern, digital process, we’ll get along great.

What Sets Me Apart

Digital-first convenience with a neighborhood feel.

  • Fully virtual, secure, and paperless

  • Proactive planning—not just tax filing

  • Clear explanations in plain English

  • Direct access to your CPA

  • Responsive and relationship focused

  • Work with me from anywhere—securely and conveniently

Home Town, Virtual Convenience

My family is originally from Southern Indiana, but we moved here when my Dad joined the FSU faculty and Tallahassee is where I have called home ever since. After college, serving in the Navy, and a short career in manufacturing, I returned home 18 to serve as a coach and educator—with a renewed appreciation for this community.

Today, as a coach and teacher at heart, I serve clients locally and across the country through a fully secure, digital experience and provide modern, virtual tax and advisory services with the same personal connection you’d expect from a local advisor.

Core Offerings

Tax Preparation

  • Individual (1040)

  • Complex Individual (1040)

  • Business Return (1065/1120-S/1120)

*Final pricing depends on complexity, records quality, and timeline.

Monthly Advisory Services

  • Starter

  • Momentum

  • Concierge

*Monthly plans are designed to reduce surprises at tax time and boost your bottom line.

*Ask me about specific pricing for all services listed.

Tax-Ready Book Cleanup

  • One-Time Tax-Ready Cleanup

*Scope and pricing depend on months involved, transaction volume, and what records exist (QBO, spreadsheets, bank statements, etc.).

Contact

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