Access the 2026 Tax Savings Workshop
The full masterclass for high income earners and business owners who want to stop overpaying on taxes, available to watch now.
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A look at what we cover together in the workshop.
The Wealthy Investor Tax Playbook
How high earners use strategic investments to legally reduce taxes while building long-term wealth.
Hidden Tax Strategies for High Earners
The little-known tax rules many wealthy investors use to reduce taxes, even with high W-2 or business income.
The Leverage Strategy
How smart investors use leverage to build wealth faster while accessing capital without triggering taxes.
The Wealth Acceleration Framework
How turning tax savings into investments can compound wealth over time.
The Costly Tax Mistakes to Avoid
The most common tax mistakes high earners make that quietly cost them thousands every year.
Bonus: Live case study
Behind the scenes on how one investor saved over $100,000, start to finish.
What's actually possible
Why even smart people overpay in taxes
Missing strategic deductions
Most taxpayers leave money on the table because no one showed them what to claim.
Focusing on filing, not planning
Only thinking about taxes at filing time, long after the savings window has closed.
The wrong entity structure
A simple S-Corp or LLC may not be enough for where your income is today.
Working with a preparer, not a strategist
Many accountants only file taxes. You need one who designs a plan that lowers what you owe.
No integrated tax and investment plan
When your CPA, financial advisor, and attorney don't talk, the strategy falls through the cracks.
We're Amanda Han & Matt MacFarland
Founders of Keystone CPA, Inc., an award winning firm helping clients nationwide save on taxes with a proactive, strategy first approach.
- ✓Helped thousands of clients nationwide legally reduce their tax liability
- ✓Authors of the top selling Tax Strategies for the Savvy Real Estate Investor
- ✓Featured in Forbes Finance Council, Money Magazine, CNBC & Talks@Google
- ✓Recognized as an Inc. 5000 company
- ✓Trusted tax advisors to top thought leaders in real estate and business
Hear what our clients are saying
"After eight months, I've saved tens of thousands and finally understand my tax plan, for this year and the next three to five."
"They saved us big time by finding errors in our old returns. We finally found a tax team that truly specializes in planning."
"It takes art and science to really listen and marry that to legal tax saving strategies. That's what sets them apart."
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Don't leave your 2026 savings to chance
The year-end window is closing. Watch the workshop and put a plan in place while there's still time to act.
© 2026 Keystone CPA, Inc. All rights reserved. Educational only, not individualized tax advice.