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 a real estate expert, we have tax saving solutions for your needs.
Strategic Tax Planning
$4,995
for new investors
Maximize the tax saving potential of your real estate investments. Through a review of your personal tax return, two private tax advisory calls, and interactive live group Q&A sessions, our tax planning service is designed to help provide you with the tools, knowledge, & resources needed to maximize your tax savings.
Custom Tax
Planning
$15,995
for investors ready to scale
Work with our elite team of tax advisors as we help develop & implement strategies designed to maximize your tax savings. From tax return reviews to unlimited private tax advisory calls and emails, we will develop a personalized tax savings plan to help you with short-term and long-term tax savings and supercharge your wealth-building.
Comprehensive Tax & Wealth Planning
$29,995
for high networth individuals
Go beyond saving taxes. Work with our firm founders and access a premier team of outside advisors and real estate thought-leaders to build wealth and save on taxes. Our unlimited consulting service includes in-depth tax planning for your business, real estate, and retirement with a focus on creating generational wealth.
CLIENT REVIEWS
Bryan Sabol
After my first call with Keystone, I knew I was in the right place: they are not only experts in rental business aspects of taxation, but more importantly, they asks the questions I don't even know to ask. They take a holistic view of my finances--not just taxes. I'm finally getting proactive recommendations that will help me right now and into the future.
Albert Bui
There are many accountants who are experts in taxation, but knowing the code is just the science part of it. It takes a fine combination of art & science to be effective at really listening to a client's lifestyle, scenario, work, & hobbies to marry these to the legally tax saving strategies available. This is the element they have that separates them from the competition!
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. They also make taxes so easy to understand.
Want to see if we are the right fit for you? Schedule your free consultation today.
Schedule NowAnswers to Frequently Asked Questions
When does tax planning make sense for me?
Does tax planning include filing my tax returns or bookkeeping each year?
Do you focus only on real estate, or can you help with my business and personal taxes?
Can you work with me if I am out of state?
Why are the fees higher than what I paid my tax preparer in the past?
As Seen On
Not ready to take the plunge? Check out our
Tax Savings Playbook for just $1,495!
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 playbook helps maximize your deductions, get clarity on legal entity structures, RE professional and short-term rental tax loopholes, and more.
