by Kirsten L.
,Solano Beach CA, on Nov 17 2020
Taking a deeper dive into real estate, getting connected with Keystone, and taking the course has led to a change in my perspective. Never in a million years would I have thought I would be saying that about a tax course! Thank you again for an AMAZING course. I never thought tax strategies could be so fun!
The program has been a great learning tool for me. The topics are perfectly laid out for someone at the beginning of their investing journey and those looking to fine tune their tax strategies. The downloadable resource tools were extremely helpful filling in the gaps on several of the topics.
I was not looking for a course to take, but when I read the brief explanation of what it offered, I found myself saying that this sounded really good to me. Often times I would just skip over an opportunity like this but this time I jumped in. As it turns out, it is every bit as good and enjoyable as I could have hoped for. Your method of delivering the subject matter and the knowledge of the subjects are absolutely the best in my opinion.
Thank you Amanda and Matt for this course. It was really informative to have you both bring the materials from your books alive and to allow us to bring our questions to you and get your take on it. Thank you for being so patient and thorough with your answers as well.
We have had the pleasure of taking the Keystone Strategic Tax Savings Program and have worked Amanda on some real estate tax planning.
First the Strategic Tax Savings program: The course is laid out very well, with weekly bite-sized topics. Each week there is a series of videos and handouts. Also, there is a weekly live Q&A with Matt and Amanda. These have been amazingly valuable. I would say this is one of the best online courses I have taken. I've learned a lot that will help me save money on taxes and also structure my real estate business advantageously.
We also have had some consultations by email and phone with Amanda on our specific situation. She answered our questions in such a detailed way that we are actually very relieved after speaking with her! She allowed us to make some informed decisions that up until that discussion, we were unsure about.
My wife and I cannot endorse Keystone enough. They have really helped us save money and avoid pitfalls.
I first discovered Keystone CPA via BiggerPockets. Some of the strategies were just so intriguing that I couldn't help but get their first book to learn more. The book ended up so fun to go through (and how often do you say "fun" when it comes to taxes?), and it just got my mind thinking and wondering about how I could implement some of these strategies to my personal situation.
As a new real estate investor, I decided to at least reach out and find out what Keystone could do for me, and if it would even be worth partnering up this early in the game. Long story short, I'm so glad I did it, and haven't looked back since.
All my interactions with Keystone have been pleasant, informative, helpful, and (once again) actually fun! They manage to motivate me as I deep dive and learn about different areas of tax planning, and its exciting every time a new strategy is implemented.
I can always count on Amanda to promptly address all my questions, regardless of how small (and dumb) they are, and this has gone a long way in this initial state of getting into real estate as I properly set things up. This combination of knowledgeable, responsible, responsive makes them a true asset, and an integral part of your real estate team. I highly recommend them!
If you're looking for tax strategy and answers to real estate tax questions, Amanda and Keystone CPA is your one stop shop. My experience has been that they're really responsive, care that you're getting the information that you need to make the right decision, and are always very informed about the latest changes (large and small). I heard Amanda on Bigger Pockets and decided to take the plunge with Keystone and I wouldn't have done anything differently. Totally worth it to have a member of my team that is so established and carries a certain level of clout. Highly recommend!
I feel grateful for keystone CPA. I learned about keystone from udirect and am really so happy about both places! I think both of these places have been incredible investments for me and I have learned so many interesting things. I have made back my money 10 fold from what I have spent for services, not to mention the amount of knowledge I have gained. In addition, clearly keystone has an incredible amount of knowledge and passion for real estate taxes. This is my 6th tax season with keystone. I absolutely appreciate them and trust their advise for what I think are more complicated tax questions. I don't know what I would do without them. They also make taxes so easy to understand and the first book they wrote is really fun to read even though I don't think taxes are a favorite subject of mine personally. In addition, I have to add the service they provide is incredible. I just asked Amanda a question at around 9:30 pm and she responded immediately with a link I needed. Getting service like this is unmatched by any other accounting firm.
I originally contacted Keystone CPA a few years ago when I discovered them via BiggerPockets. My CPA at the time basically became non responsive once I started asking him about using my retirement to invest.
I reached out to Keystone and spoke with a gal named Ivoire and she was super helpful even discussed some innovative ideas for me at that time. I felt so relieved to finally speak with someone who not only wanted to help but who understood where I was trying to "go". At that point I was behind on filing my 2016 taxes bc I had decided to not allow my old CPA to file so unfortunately that was not a service Keystone could assist me with at that time. Ivoire was very kind in letting me know and gave me a referral to another CPA who could at least file for me and she encouraged me to contact her back once the return was filed so that keystone could work with me for planning and then file next year's returns also.
Fast Forward to last week when I received my finalized return from my existing tax preparer -which I ended up using my Aunt and Uncle's CPA for the past couple of years bc they have a lot of real estate too and that was NOT the best idea- I know im not the most knowledgeable about taxes but even I was able to see some huge mistakes that basically totals to nearly $90k in taxes owed!! My CPA clearly was NOT knowledgeable in the ways I'd been led to believe especially when something basic like Depreciation was missed!!
In a moment of sheer despair I reached back out to Keystone CPA. It was the best feeling having Ivoire answer my call I never forgot how kind she was the first time I called over 3 years ago! I couldn't believe she remembered me and even had the original notes she made the first time we spoke so that made it even easier all I had to do was give her some updates on what has changed since the last time we spoke... talk about efficiency!
I had an excellent experience speaking with Ivoire to say the very least. Our consultation call was so exactly what I had been searching for! She was informative, straightforward, so understanding and really listened to my needs. She clearly communicated with a very professional demeanor but at the same time had some personality and made sure to get a sense on my personality too which is important and definitely makes talking about taxes a lot less boring haha! I could not be more thankful that she really eased my stress level at that point and made me feel confident in what Amanda, Matt and the whole team at Keystone can do for me as a new client this year.