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Alexandra Keogh, CPA, MST

Principal, Schulman Lobel Advisors, LLC

Location:

New York, NY | Florida

Services:

• Federal, State, and Multi-State Tax Compliance
• High-Net-Worth Individual Tax Services
• Corporate and Partnership Taxation
• Complex and Consolidated Tax Returns
• Transaction-Related Tax Support
• Tax Controversy and Resolution
• Employee Retention Credit (ERC) Services
• Not-For-Profit Tax Compliance
• State and Local Tax Matters
• Financial Statement and GAAP Support

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services

Industries & Expertise

  • High-Net-Worth Individuals and Families

  • Closely Held and Privately Owned Businesses

  • Manufacturing and Distribution Companies

  • Medical, Dental, and Healthcare Practices

  • Insurance Companies and Professionals

  • Not-For-Profit and Charitable Organizations

  • Government-Regulated and Multi-Location Businesses

About Alex

about

Alexandra (“Alex”) Keogh has more than twenty years of experience advising high-net-worth individuals and closely held businesses on complex tax and accounting matters. She works closely with clients to help them navigate federal, state, and multi-state tax requirements, manage risk, and identify practical opportunities for tax savings. Her experience spans individual and business tax compliance and planning for C- and S-corporations, as well as support for transactions and ongoing operational needs across service, manufacturing, and retail industries.


Alex is known for her hands-on approach and long-term client relationships, often working alongside financial advisors and attorneys to address both immediate tax issues and longer-term planning goals. In addition to her client work, she is actively involved in training and mentoring tax professionals and regularly presents at professional seminars.

Education and Licenses

• B.B.A. in Accounting, Adelphi University, Summa Cum Laude
• Master of Taxation, SUNY Old Westbury
• Certified Public Accountant (CPA), New York and Florida
• Life, Health & Annuity Insurance License, Florida

education

Achievements and Affiliations 

• Academic Scholarship Recipient
• Honors Graduate
• Member, National Business Honor Society
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New York State Society of Certified Public Accountants (NYSSCPA)

achievements
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