Proactive Tax & Business Solutions That matches your Vision, Legacy, and Charitable Impact Goals. 

 Custom Tailored Virtual Family Office Solutions

WELCOME TO

KEEP ADVISORY.

We are a privately owned company dedicated to helping individuals and businesses achieve optimal economic returns and maximize tax opportunities. 


We empower accomplished professionals and visionary business owners to retain more of their hard-earned success through sophisticated, proactive tax optimization.


With bespoke, forward-thinking strategies and unwavering year-round guidance, we transform your substantial income into enduring, multigenerational wealth—strategically shielded, intelligently grown, and confidently secured.

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TAX PLANNING 

BUSINESS & EXIT 

CONSULTING

 AUTOMATION

Behind Keep Advisory

Peter Shinen, EA, a dedicated tax and business advisor who lives with his family near the vibrant and rapidly growing city of Boise, Idaho. With more than 17 years of hands-on expertise, Peter has empowered businesses—including a standout company featured on the prestigious Inc. 500 list—to navigate complex financial landscapes with confidence and clarity.


He specializes in serving companies with annual revenues under $50 million, delivering transformative tax strategies, profit optimization solutions, and actionable strategic insights that drive sustainable growth. Peter's broad experience also includes mergers and acquisitions (M&A), expert witness testimony, court accounting, and skilled representation during IRS audits—ensuring clients receive comprehensive, reliable guidance at every stage.


The Keep Advisory team comprises seasoned experts dedicated to conducting meticulous due diligence on tax strategies, ensuring precision and reliability in every solution.

Schedule A Discovery Call

Peter Shinen and the team at Keep Advisory LLC specialize in  tax planning and business consulting services. Results achieved by Keep Advisory LLC are not typical and do not guarantee your success. Peter Shinen is an experienced professional in tax planning and financial strategy, and your outcomes will vary based on your education, effort, experience, and background. Keep Advisory LLC does not provide tax or professional advice for every client they serve. Due to the confidential nature of financial data, we do not track or report typical client results. We cannot guarantee financial success or specific outcomes from applying our strategies, as results may significantly differ. Information provided is for informational purposes only and is the property of Keep Advisory LLC. Use of any content or ideas without express written consent is prohibited.

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