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Stop losing your money to taxes. Saving taxes can be as easy as 1-2-3!
Here is how we can help.
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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
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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
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 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.
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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.
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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
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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
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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.
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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.
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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?
Is there a money back guarantee?
Does tax planning include filing my tax returns each year?
Does tax planning include bookkeeping
What if I need more comprehensive tax planning?
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KNOWLEDGE
Understand what deductions and strategies are available to you as a real estate investor.
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SYSTEM
Have a system in place to help you easily capture and maximize your available write-offs.
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IMPLEMENTATION
Apply the strategies throughout the year to save on taxes and supercharge your wealth-building.