Welcome Aboard to the Keystone CPA Family!
We are beyond excited that you took the first step to start your tax savings journey!
The tax planning kick-off process is broken down into four steps.
Step 1: Authorization
To ensure that our CPAs and Tax Strategists dedicate their time to valuable tax strategies tailored to your needs, our firm is also comprised of a skilled international team that assists with administrative and data entry tasks. As a result, the IRS requires that we obtain a signed Service Authorization consent from each client.
Step 2: Your Financial Profile
The next step in tax planning is to take a look at where you stand currently with respect to taxes and finances. Please complete the Tax Planning Questionnaire. The information gathered will enable us to better understand your tax planning opportunities.
Step 3: Your Most Recent Tax Returns
Please also send us a copy of your most recently filed personal and business income tax returns by uploading it to the secure portal below.
Step 4: One-on-One Call
The next step is to schedule for your first one-on-one tax planning call.
Please send an email to Jessica at [email protected] and we will assist you in getting that scheduled.
Join Our Tax Advisory Roundtable & Tax Insiders' Circle
Each month, our founders Amanda Han and Matt MacFarland personally host the Tax Advisory Roundtable to answer burning real estate tax questions from you and other investors.
Our monthly Tax Insiders' Circle brings in top thought leaders in real estate to share the latest in the investing space.
Be sure to add both events to your calendar.
Empower Yourself with Knowledge!
You now have immediate access to our Tax Savings Playbook for real estate investors. Our top-notch program includes all the resources you need for foundational strategies. The first step in the planning process is to take some time to review our program modules and examine the resources provided. They are designed to help provide clarity to some of your basic questions.
If you have any questions, simply reach out by emailing us at [email protected].
