One-on-One

Customized Tax Savings Plan

 

Our One-One-One Customized Tax Planning is an in-depth planning service designed for high income and high net-worth investors. 

To find out if the Customized Tax Planning is right for you, take the first step with our complimentary Virtual Consultation.

*Please note that due to high demand, we currently have a brief wait time for new Customized Tax Planning clients of about 3 weeks. 

Brandon Turner

Best-selling author, Investor, Entrepreneur

"I have been so pleased with the work the Keystone CPA team has done for my real estate business. Not only did they discover a mistake my previous CPA had made that could have cost me $10,000, Amanda personally helped me through the process of fixing the error and getting back on the right track, saving me both time and stress. I recommend them to all of my friends in real estate because I know how hard it is to find someone to trust - and Amanda is definitely that person."