Taxes is one of the biggest killers of wealth.
If you have the right facts, you can pay less tax.
Ways to Work with us to Pay Less Tax!
The tax code is filled with benefits for real estate investors. We are here to help you take advantage of them.
Whether you are a newbie investor or real estate expert, we have a tax savings solution for your needs.
Jumpstart Tax Savings
Mini Course
This on-demand mini course will help you to kickstart your tax savings. Assess whether you may be overpaying in taxes and identify which areas of planning may be available for you. Take the first step towards proactive tax savings.
Strategic Tax Planning
for Real Estate Investors
​Through one-on-one tax advisory calls, tax updates events, and interactive live group Q&A sessions, our tax planning service is designed to help provide you with the tools, knowledge, and resources to maximize your tax savings through your real estate investments.
Customized
Tax Savings
Plan
In-depth one-on-one tax planning all year-long with your personalized tax strategist. We help you to develop & implement advanced strategies designed to save taxes on your personal, business, investment, and retirement income. We take a team of advisors approach to help achieve your tax & wealth goals.
CLIENT REVIEWS
Pablo Gomez
The Strategic Tax Savings Program exceeded our expectations. Two weeks in, and the investment in this course had already paid off. The patience with which you guys answered every one of our inquiries—often repeated questions—was much appreciated.
Kelly Hong
My experience has been that they're really responsive, care that you're getting the information that you need to make the right decision, and are always very informed about the latest changes (large and small). I decided to take the plunge with Keystone and I wouldn't have done anything differently. Highly recommend!
Erin Bergman
I have made back my money 10 fold from what I have spent for services. I absolutely appreciate them and trust their advise for what I think are more complicated tax questions. The service they provide is incredible. Getting service like this is unmatched by any other accounting firm.
lf you invest in any of our services and determine that it was not beneficial for you, we will provide a full refund of your fees, no questions asked. You have nothing to lose!
