PROTECT YOUR MONEY FROM TAXES

Ā 
You need a CPA to do more than just file taxes. You need an advisor who can use the tax code to help youĀ buildĀ wealth.
Ā 

Are You Overpaying in Taxes? Find Out!

šŸ“ŒA Personalized Tax Risk Score to see your risks and opportunities when it comes to taxes.

šŸ“ŒA one-on-one consultation to help you understand where you are, where you plan to be, and the optimal next step to start saving on taxes.Ā 

šŸ“Œ100+ Tax Deductions ChecklistĀ  so you know exactly what you can write off.

Ā 

Are You Overpaying in Taxes? Find Out & Get the Tools to Fix It

Meet with us one-on-one and access our proprietary Tax Risk Assessmentā„¢. Your answers in the assessment are designed to uncover gaps in your tax strategy and get a personalized Tax Risk Score so you can see where the shortfalls and opportunity areas may be.

Next, receive access to our proprietary 360Ā° Tax Savings Roadmapā„¢ and tap into the same strategic framework we use with our clients to identify powerful tax-saving opportunities. In addition, gain access to our 100+ Tax Deductions Checklist so you donā€™t miss out on common tax write-offs for real estate investors.

Ā 

Are You Overpaying in Taxes? Find Out!

Ā 

šŸ“ŒA Personalized Tax Risk Score to see your risks and opportunities when it comes to taxes.

šŸ“ŒA one-on-one consultation to help you understand where you are, where you plan to be, and the optimal next step to start saving on taxes.Ā 

šŸ“Œ100+ Tax Deductions ChecklistĀ  so you know exactly what you can write off.

Whether you are a newbie investor or seasoned expert, we have a tax solution for you.

Taxes do not need to be complicated or boring. It can be as easy as 1-2-3!

STEP 1: KNOWLEDGE

Access our 100+ Tax Deductions Checklistā„¢. Learn the truth behind the top 20 tax myths to understand how you can legally save on taxes.Ā 

STEP 2: ASSESSMENT

Access our Tax Risk Barometerā„¢ designed to gauge your risk of overpaying in taxes and identify any planning opportunity areas.Ā 

STEP 3: CLARITY

One-on-one consultation to help understand where you are,Ā  where you plan to be, and the optimal next step to start saving on taxes.Ā 

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.