Comprehensive Tax & Wealth Planning
A proactive, strategy first approach to help high income earners, real estate investors, and business owners legally pay less in taxes.
Transforming lives with financial clarity and confidence.
Two plans, one goal: pay less tax
Proactive tax planning built to grow with you.
- Find missed opportunities — line-by-line return review, effective-rate analysis, overlooked deductions
- Build the right structure — optimal entity design, audit protection, cost-seg & bonus depreciation modeling
- A strategist in your corner — dedicated strategist, 90-min kickoff, unlimited follow-ups & support
- Stay ahead all year — multi-year projections, 1031 strategy, year-end session, advisor coordination
- On-demand playbook access — Tax Savings Playbook™, monthly live Q&A, Tax Insiders' Circle, Investor Academy 360°
- Loan structure & financing optimization review
- Investment portfolio tax-efficiency review
- Legacy & charitable tax planning
- Generational tax planning
- Work one-on-one with our founders, Matt MacFarland or Amanda Han
See the full feature-by-feature comparison ↓
| Custom Tax Planning |
MOST COMPLETEComprehensive Tax & Wealth Planning |
|
|---|---|---|
| Find any missed opportunities | ||
| A line-by-line review of your prior tax returns | ||
| An analysis of your true effective tax rate | ||
| Identify overlooked deductions and potential refund opportunities | ||
| Build the right structure | ||
| Design the optimal entity structure for maximum tax savings | ||
| Provide best practices for documentation and audit protection | ||
| Review of accounting systems for efficiency and accuracy | ||
| Model cost segregation and bonus depreciation before you invest | ||
| A strategist in your corner | ||
| A dedicated strategist who knows your entire tax profile | ||
| A one-on-one kick-off session | 90 min | 90 min |
| Follow-up strategy sessions | Unlimited | Unlimited |
| A personalized tax savings plan with strategies and action items | ||
| Unlimited one-on-one call & email support | ||
| Stay ahead all year | ||
| Multi-year tax projection considerations | ||
| 1031 exchange strategy & calculations | ||
| Tax planning for business and investments beyond real estate | ||
| Specialized tax planning for alternative investments | ||
| Year-end tax strategy session | ||
| Proactive coordination with your outside advisory team | ||
| On-demand playbook access | ||
| The Tax Savings Playbook™, our proprietary system | ||
| Monthly live Q&A with our team of tax strategists | ||
| Tax Insiders' Circle access with industry thought leaders | ||
| Investor Academy 360°, created by expert investors | ||
| Protect & pass on what you've built | ||
| Loan structure & financing optimization review | – | |
| Investment portfolio tax-efficiency review | – | |
| Legacy & charitable tax planning | – | |
| Generational tax planning | – | |
| Work one-on-one with our founders, Matt MacFarland or Amanda Han | – | |
| First 12 months | $19,995 | $39,995 |
A simple 4-step process for tax saving optimization
Whether you are just starting your investing journey or well on your way to building an empire, there are ways to reduce your taxes in the long run when you plan proactively. When you have the right facts, you can pay less tax.
Discovery
An in-depth review of your prior year tax returns to identify opportunities and exposure areas. We assess your current entity structure and financial profile, and get clarity on your personal and investment goals.
Strategy
One-on-one calls with our tax team to develop short-term and long-term tax saving opportunities, identify bottlenecks, and optimize the tax benefits of your entity structure.
Implement
We provide tools and resources to help you identify and track your write-offs and reduce audit risk. You also receive the Tax Savings Playbook and exclusive tools to document and manage your tax positions.
Refine & Update
Participate in monthly live Group Q&A sessions and stay current with the latest tax and real estate updates in our Tax Insiders' Circle, joined by thought leaders across real estate, finance, legal, and business.
Transforming lives with financial clarity and confidence
"We used a few different CPAs before moving to Keystone, and my only regret is not starting with them from the beginning. Every question gets a quick, thorough response. If you're a real estate investor who wants to pay less in taxes, Keystone is the only choice that makes sense."
"During my initial call, they noticed a five-figure error in my latest return from my current firm. That 45-minute call generated a 2.3x return on investment in Keystone's Strategic Tax Planning, and I still have a full year of benefits remaining."
"They are not only experts in the rental business aspects of taxation, but more importantly, they ask the questions I don't even know to ask. They take a holistic view of my finances. I'm finally getting proactive recommendations that help me now and into the future."
"Knowing the code is just the science part. It takes a fine combination of art & science to really listen to a client's lifestyle and scenario and marry that to the legal tax-saving strategies available. That's the element that separates them from the competition."
"They saved us big time when they found errors in our old returns. Thanks to them we were able to claim our refunds and get our money back. We can't recommend them enough, we've finally found a tax team who truly specializes in planning and that we can trust."
"I have made back my money tenfold from what I've spent for services. I absolutely trust their advice for my more complicated tax questions. Getting service like this is unmatched by any other accounting firm, and they make taxes so easy to understand."
"I pay less taxes than my intern! They discovered a mistake my previous CPA made that could have cost me a ton, then helped me fix it and get back on track, saving me time and stress. I recommend them to all of my friends in real estate."
"I've saved $72,000 on taxes thanks to Keystone CPA. After eight months of working with Amanda Han and her team, I have a better understanding of my tax plan, not just for this year but for the next three to five years and beyond."
Good to know before you start
When does tax planning make sense for me? +
Can you work with me if I am out of state? +
Does tax planning include filing my tax returns or bookkeeping? +
Do you focus only on real estate, or can you help with my business and personal taxes? +
The strategists in your corner
Transforming lives with financial clarity and confidence.
Let's build your tax savings plan
Book a free consultation and we'll show you where the opportunities are.
Book a Free Consultation
© 2026 Keystone CPA, Inc. All rights reserved. Educational only, not individualized tax advice.
