OUR TEAM TO HELP YOU SUCCEED
Amanda received her accounting degree from UNLV. As a CPA and real estate investor, Amanda has helped countless investors across the nation to super charge their wealth building through proactive tax saving with her top selling Amazon books as well as her teachings on prominent publications such as Money Magazine, Google Talks, and CNBC. Amanda brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting as well as public and private companies. In her spare time, Amanda enjoys canvas painting, biking by the beach, and seeking out the best hole-in-the-wall dining options where ever she visits.
Matt received his accounting degree from UCLA and a Masters in Taxation degree from USC. As a CPA, Matt brings over two decades of tax planning expertise in working specifically with real estate investors and high net-worth individuals with his experience in Big 4 Public Accounting and in private client advisory. Matt is an avid speaker and educator on real estate tax strategies and authored The Book on Advanced Tax Strategies for Real Estate Investors. Matt has a passion for animals and founded the Animals for Armed Forced Foundation. In his spare time, Matt loves all things baseball: coaching little league for his sons, watching baseball on TV, going to a local game, or just talking about baseball with anyone who will listen.
Senior Tax Manager
Upnik grew up in the Mississippi Delta. She graduated from the University of Mississippi with her Bachelor's in Accounting and received her Master's degree from Delta State University. Upnik has over 10 years of experience in tax planning and compliance. When Upnik is not at work, she enjoys spending time with her family riding bicycles, going to the park, cooking, and taking mini day trips.
Adrian grew up in Tustin, CA. He graduated from Cal State Fullerton with a Bachelors in Business Administration with an Accounting Concentration. After starting with Keystone in 2015, he went on earn to earn his CPA license. During his free time, he enjoys having fun with his kids, playing video games, and being outside.
Senior Tax Advisor
Heejae holds a Bachelor of Arts degree in business administration from Cal State University of Fullerton and an Associate's degree in Accounting and Finance. Heejae has been with Keystone CPA for over 6 years and is currently working towards her CPA license. In her free time, Heejae loves to go to Disneyland for their magical rides (and some churros).
Beth is originally from Chicago, IL, but has spent the last several years in South Orange County California. She is a graduate of Cal State University Fullerton and has passed her CPA exams. When not working, Beth enjoys spending time with her husband, preferably at the zoo or watching her favorite football team, the Chicago Bears
Hanna has a BS in Psychology from Biola University and received the UCI Applied Accounting Certificate Program. Hanna grew up in Los Angeles and currently resides in Orange County with her husband. They are always on the hunt for the best cafes, boba spots, and restaurants in the area. When Hanna's not working, she loves to travel both locally and abroad with her family and friends, especially ziplining in Maui.
Client Relations Specialist
Ivoire is an expert at learning & understanding the needs of a prospective client and focuses her time on developing working relationships with our clients. Ivoiré is married to her high school sweetheart and they have a son who is their pride and joy. As a family, their passion involves traveling- exploring, learning and experiencing all that they can as a family.
Cindy grew up and currently reside in Pueblo Colorado. She has two siblings and is married with four children and six grandchildren. Cindy loves to support her grandkids in whatever their activity is. Cindy and her husband enjoy the great outdoors, riding motorcycles, snowboarding and relaxing around water. Now that all her own kids are grown, she spends her time enjoying her Fur Babies.
Kirshner received his degree from Florida International University and as an EA has helped people with simple and complex tax cases, preparation, compliance and has advised hundreds on tax mitigation strategies. His focus in recent years has been working with high net worth individuals with tax planning, equity compensation planning, and concise strategies tailor made for each client's unique situation. In his free time he enjoys working out, spending time with his son, and rooting for the Miami Dolphins.
Shelley is currently pursuing a dual Bachelors degree in Accounting and Information Systems at California State University, Fullerton with a goal to become a CPA. She likes Chinese food and her favorite food is Hot Pot. In her free time, Shelley likes to go to Disneyland and her goal is to visit Disney parks over the world. She is a cat enthusiast and hopes to have a British short hair cat as a pet one day.
Jessica De La Torre
Jessica was born and raised in Orange County, CA. She is currently pursuing her Master of Science in Accountancy (MSA) degree at California State University, Fullerton with a goal to become a CPA. She enjoys reading, sudoku, and board games. She loves the outdoors and is also passionate about staying active. She enjoys hiking and aims to run both a half and a full marathon each year.
Samuel grew up mainly in Orange County, with a couple of years living abroad in Korea and Indonesia. He is currently pursuing a bachelors degree in Accounting at California State University, Fullerton, with a goal to become a CPA. In his free time he enjoys playing golf with friends, as well as going rock climbing. His other interests & hobbies are playing video games, skateboarding, and watching Laker games either in-person or on TV.
Jessica is the friendly face that assists clients with office and administrative tasks. Jessica grew up in different parts of southern California. She has a deep love/fascination for the ocean and all animals. Her interests & hobbies are art history, digital art, watercolor, and video games.