Stop losing your money to taxes. Saving taxes can be as easy as 1-2-3!
Here is how we can help.
Private Advisory Calls
Receive 2 private calls with our tax advisor to walkthrough real estate tax strategies that will help minimize your tax liability and answer your most pressing questions.
Tax Return Review
A high level review of your most recently filed federal personal income tax return to gain clarity into your past and identify any opportunities & exposure areas.
Live Interactive Q&A
Join other investors in 12 monthly Live Group Q&A sessions where Amanda & Matt personally answer some of your top burning tax questions.
Tax Strategies Simplified
Access educational content related to the core real estate tax strategies like expense maximization, legal entity structuring, depreciation optimization, real estate professional, and much more.
Tax Tools
Gain access to tax tools, checklists, and worksheets designed to help systemize and simplify your tax plan so that you can easily implement the strategies.
Tax Insiders' Circle
Membership access to our monthly client-only event with leading experts on tax, estate planning, asset protection, cost segregation, real estate market updates, and more.
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 Questions
Who is the Strategic Tax Planning good for?
Does the planning include filing my tax returns each year?
Do I get to work with firm founders Amanda and Matt?
Can I get more one-on-one consultation meetings beyond what is included?
Is there a money back guarantee?
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.