Overpaying in taxes is one of the most expensive mistakes you can make

The Tax Risk Assessment measures your current personal, investing, business, and retirement tax profile to pinpoint missed opportunities and hidden tax risk. Access the self-assessment to start reducing your tax risk today.

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If you are looking to build wealth & save on taxes, we have a 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 Checklist™. Learn the truth behind the top 20 tax myths to understand how you can legally save on taxes.

STEP 2: ASSESSMENT

Access our Tax Risk Barometer™ designed to gauge your risk of overpaying in taxes and identify any planning opportunity areas.

STEP 3: CLARITY

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

CLIENT RESULTS

Tax Risk Assessment

Amanda Han, CPA & Matt MacFarland CPA, MST

Founders of Keystone CPA, Inc., an award-winning CPA firm helping clients nationwide to save on taxes using proactive tax planning strategies.

The Keystone CPA team is known for their proactive, strategy-first approach to tax planning. They have unique experience in bringing top-notch tax-saving strategies of America's super wealthy clients to everyday taxpayers.