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    Key Financial Solutions

    4.7 (13 reviews)
    Closed 8:00 am - 5:00 pm

    By appointment only

    Services - Key Financial Solutions

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Recommended Reviews - Key Financial Solutions

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    5 years ago

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    7 years ago

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    14 years ago

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    13 years ago

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    9 years ago

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    14 years ago

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    14 years ago

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    9 years ago

    Kermit made filing taxes quick, seamless and efficient. I highly recommend his services!

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    9 years ago

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    Review Highlights - Key Financial Solutions

    Expert, responsive, and customer service oriented -- my wife and I could not be more please with Kermit Clum and Key Financial Solutions.

    Mentioned in 13 reviews

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    Peter B. Diaz, CPA - Tax Consulting and Tax Preparation

    Peter B. Diaz, CPA - Tax Consulting and Tax Preparation

    4.1
    (15 reviews)

    I'm consistently pleased with the work Peter does for me each year…read more My tax returns are somewhat complex, involving income from a trust (which requires its own separate tax returns) as well as reporting on an in-state and an out-of-state rental property. I strongly dislike doing the necessary prep work for my tax returns each year, but Peter makes the process of gathering the information and getting organized as straightforward and as painless as can be reasonably expected. The things that I dislike about doing this prep work are the fault of the US and CA tax codes, and definitely not the fault of Peter. To the contrary, he makes this annual obligation easier, more bearable, and more doable. Plus, Peter is a genuinely nice guy -- friendly, responsive, professional, etc. Finally, I'm skeptical of Nicole L's negative review posted here from 2019. Her experience is not my experience with Peter. Not at all in fact.

    My husband and I just had our taxes done by Peter Diaz, CPA and we are very satisfied. I first met…read morewith Peter when I was getting ready to open my own small business. He was very informative and his pricing was and is fair. Peter was also able to help me with estimated payments in 2019 even before we were officially signed on as tax clients. Every interaction we've had has been smooth. Within a week of meeting in person for our 2019 taxes, Peter was nearly done preparing the returns. Once we gave him the rest of our information he finished very fast! Not all CPA's are this responsive and thorough and we really appreciate that. We'll be returning next year!

    Key Financial Solutions - accountants - Updated August 2026

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