Stop losing your money to taxes. Saving taxes can be as easy as 1-2-3!
Here is how we can help.
Tax Return Review
A review of your personal and real estate income tax returns to gain clarity into your past and identify any opportunities & exposure areas.Â
Private Advisory Calls
Private calls with our tax advisor to walk through real estate tax strategies that will help minimize your tax liability and answer your most pressing questions.Â
 Tax Savings Plan
Your Tax Savings Action Plan with access to tax tools designed to help systemize and simplify everything so that you can easily implement the strategies.
Tax Savings Playbook™Â
Access our Tax Savings Playbook™ for the core real estate tax strategies like expense maximization, legal entity structuring, depreciation optimization, real estate professional, and much more.
Live Interactive Q&A
Join our monthly Live Group Q&A sessions where founders Amanda & Matt personally answer some of your top burning tax questions.Â
Tax Insiders' Circle
Membership access to our client-only events with leading experts on tax, estate planning, asset protection, cost segregation, real estate market updates, and more.Â
Unsure if we are the right fit for you?
CLIENT RESULTS
Marlene Marti
Being a Real Estate Professional combined with the cost segregation & accelerated depreciation strategies lowered our taxable income by mid six figures. This will help us grow our real estate portfolio even further.
Sehrish Kamal
We are physicians and real estate investors. Keystone CPA provided us with wonderful guidance for our tax planning and that helped us save tremendously on our taxes.
Marcus Fong
Keystone has looked out for our best interests & helped us move into a smarter tax strategy. The depth of their knowledge & experience has impacted our lives in a positive way. Thanks for being such great partners and staying vigilant on our behalf.
Answers to Frequently Asked QuestionsÂ
Who is the Strategic Tax Planning good for?
Can you work with me if I am out of state?
Does tax planning include filing my tax returns each year?
Does tax planning include bookkeeping
What if I need more comprehensive tax planning?
KNOWLEDGE
Understand what deductions and strategies are available to you as a real estate investor.
SYSTEM
Have a system in place to help you easily capture and maximize your available write-offs.
IMPLEMENTATION
Apply the strategies throughout the year to save on taxes and supercharge your wealth-building.
