Real Estate Tax Savings Course 

Self-Guided 

Gain access to some of the foundational tax strategies used by many of our most successful investor clients, at a fraction of the cost.  The self-guided course helps maximize your deductions, get clarity on legal entity structures, RE professional and short-term rental tax loopholes, and more.  

Strategic Tax Planning 

for Real Estate Investors

​Maximize the tax saving potential of your real estate investments. Through private tax advisory calls, tax updates events, & interactive live group Q&A sessions, our tax planning service is designed to help provide the tools, knowledge, & resources to maximize your tax savings.

Customized
Tax Savings
Plan

In-depth one-on-one tax planning for your personal, business, investment, and retirement income. Work with a personal tax strategist as we help develop & implement advanced strategies designed to save taxes on. We take a team of advisors approach to help achieve your tax & wealth goals.

Pablo Gomez

The Strategic Tax Savings Program exceeded our expectations. Two weeks in, and the investment in this had already paid off. The patience with which you guys answered every one of our inquiries—often repeated questions—was much appreciated. 

Kelly Hong

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.