I originally contacted Keystone CPA a few years ago when I discovered them via BiggerPockets. My CPA at the time basically became non responsive once I started asking him about using my retirement to invest.
I reached out to Keystone and spoke with a gal named Ivoire and she was super helpful even discussed some innovative ideas for me at that time. I felt so relieved to finally speak with someone who not only wanted to help but who understood where I was trying to “go”. At that point I was behind on filing my 2016 taxes bc I had decided to not allow my old CPA to file so unfortunately that was not a service Keystone could assist me with at that time. Ivoire was very kind in letting me know and gave me a referral to another CPA who could at least file for me and she encouraged me to contact her back once the return was filed so that keystone could work with me for planning and then file next year’s returns also.
Fast Forward to last week when I received my finalized return from my existing tax preparer -which I ended up using my Aunt and Uncle’s CPA for the past couple of years bc they have a lot of real estate too and that was NOT the best idea- I know im not the most knowledgeable about taxes but even I was able to see some huge mistakes that basically totals to nearly $90k in taxes owed!! My CPA clearly was NOT knowledgeable in the ways I’d been led to believe especially when something basic like Depreciation was missed!!
In a moment of sheer despair I reached back out to Keystone CPA. It was the best feeling having Ivoire answer my call I never forgot how kind she was the first time I called over 3 years ago! I couldn’t believe she remembered me and even had the original notes she made the first time we spoke so that made it even easier all I had to do was give her some updates on what has changed since the last time we spoke… talk about efficiency!
I had an excellent experience speaking with Ivoire to say the very least. Our consultation call was so exactly what I had been searching for! She was informative, straightforward, so understanding and really listened to my needs. She clearly communicated with a very professional demeanor but at the same time had some personality and made sure to get a sense on my personality too which is important and definitely makes talking about taxes a lot less boring haha! I could not be more thankful that she really eased my stress level at that point and made me feel confident in what Amanda, Matt and the whole team at Keystone can do for me as a new client this year.
I am very excited to begin working with Keystone and honestly it is mainly because of my impressive interaction with Ivoire!! I can’t wait to meet the team, Hello Keystone CPA!
I knew Amanda Han from Bigger Pockets through her blogs and webinar. I had been looking for a CPA that can provide me with Tax Strategies, especially related in Real Estate Investments. After reading the reviews and referral from others, I made up my mind to select Amanda as my CPA. I scheduled 1st consultation with Ivoire and she explained very well the expectation of what I am going to receive for signing up with a Customized Tax Savis Plan which provided complete review of my financial situations, has access to unlimited 1 year consultation.
On my 1st meeting with Amanda, I’m very impressed with her knowledge and she is very friendly. She explained in a language that I can understand. Within 1.5 hour meeting, she went through my tax returns, providing feedbacks, and answer most of my 15+ questions. She also familiar with different State Taxation. Few days after our 1st meeting, she emailed me with a summary Customized Tax Plan documents that has roadmaps and check list items for what actions recommended by her to achieve maximum tax savings that fit with my current condition.
One day I had an urgent need to speak with Amanda, and within an hour after sending an email she called my cell directly. I’m pretty impressed with her responsiveness and knowledge. Now I feel to be more confidence in making bigger decisions in either business or real estate investment knowing I have a Tax Strategist with me. I’m thankful with my decision to choose Amanda Han as my CPA and recommend her.
The team at Keystone has been remarkable to work with. We initially went to them to help us with tax planning strategies while we get into real estate investing. Then our previous CPA retired and we needed someone for filing taxes. In both areas, everyone has been more than awesome! They respond quickly and with answers that are clear, helpful, and intelligible to a non-tax person. We are more than happy with their work and are excited to have them with us on our journey!
Amanda and the Keystone team over the last 2 years has been everything you could ask for in service, reliability, and response. Keystone understands relationships and never makes themselves unreachable. They know how to empathetically listen to you and your circumstances and offer the most credible and personable consult. We’re excited for what the future has in store for us as a company and the Keystone Team will be a part of that success!
Thank you from the Zajic Biggs and Juliano Group of companies!
Thank you for your hard work and working on our tax. This was the first year I didnt have to pay additional 50k in tax and we actually got 30k back from the govt. It was a very nice surprise! Thank you very much for all the work you do. We couldnt be more happier with your service.
After an initial 90-minute consultation with Amanda, we are quite impressed. She was strikingly diligent and offered several insights that were invaluable. One of her gifts is explaining and relating in laymen’s terms. So unlike some accountants, she is very adept at communications as well as numbers - a rare combination. It was clear she is current on tax issues and complexities, a reflection of her commitment to ongoing education. We are excited to be working with Amanda and her team moving forward.
I just signed up for Keystone’s 12 months of tax planning services. At this point I have only had one phone call with Amanda but that is all I needed to know that I made the right decision to go with Keystone. Within 10 minutes of starting the phone call Amanda was already impressing me with unique ideas on how to reduce my tax burden. By the end of our 2 hour conversation I had 5 or 6 strategies to research and I know I was only scratching the surface of what she could offer. I can’t wait to learn more.
I have been using Amanda and Matthew for a couple years. They are extremely knowledgable, patient, and efficient. For years I used several CPA’s that did not specialize in the real estate industry and I am realizing now that Amanda and Matthew’s expertise is invaluable. I am very satisfied with their services. I highly recommend them to anyone who works in real estate industry.
I am extremely happy with my first year using Keystone CPA. This was my first year with investment real estate, and adding other investments. We are looking for a CPA to partnership as we grow, and Keystone has helped us greatly already. they offered great advice throughout the year, and worked hard while files my returns to maximize and refunds i am owed.
I have read many books and studied tax laws on my own, and Keystone still exceeded my expectations, and certainly my abilities.
We plan to stick with them for a long time.
Amanda, thank you for taking time for me during a busy tax season for a non-tax return issue. I am thankful for your knowledge, professionalism, ease to chat with, and friendliness. You have greatly helped to calm my nerves while I’m in the middle of a mess. I’m sleeping MUCH better since our chat. I appreciate you!
Keystone is fantastic! I’ve learned more in an hour conversation with Amanda than I have in months with other CPAs. She is extremely knowledgeable and takes the time to answer any and all questions I have.
The value is incredible as well. After our phone call I was expecting a brief recap, not the detailed plan she sent me!
You won’t be disappointed working with Keystone.
This was my first year with Keystone and I can say Amanda and her wonderful team did an excellent job with my 2016 taxes. The Keystone team was professional and knowledgeable with my questions. Amanda, Heejae, and Cindy made the entire process easy for me to do my part. I definitely recommend Keystone to anyone looking for a reliable and reputable CPA firm.
I would recommend Keystone CPA to anyone looking for a good CPA. Amanda and her team was extremely helpful with the entire process and very professional throughout my entire experience. What impressed me the most was the level of knowledge I received from this firm, after interviewing a few other CPAs, Amanda surpassed all of them with knowledge and one with flying colors. And I think Amanda and her team for giving me the opportunity to work with Keystone and for their patients working with me as a new client. Looking forward for many more years to come in the future
I left a previous review saying that I never received a response and once they saw it they contacted me letting me know that for some reason they did not receive my e-mail. Ivoire fit me in the same day and we talked a little bit about my goals. It turns out that they’re completely full and have a waiting list at the moment. After the phone call, I am definitely happy with their customer service and looking forward to working with them in the future.
Amanda is incredibly professional, responsive and knowledgeable. Happy to have found her and Keystone.
Amanda reviewed our tax return prepared by another firm. The result was an amended return with $15,000 in refunds. We are moving our business to Keystone.
I want to say thank you for taking the time to go over my tax planning strategies with me. I learned a ton and you are a wealth of knowledge. I am so happy I hired your expert services.
I was searching for a new CPA a few years ago and received a recommendation to try Keystone CPA from someone else that I do business with. So glad that I followed that recommendation! Amanda is not only very knowledgable, but she is also very nice and always replies to my (sometimes very long winded) questions with lightning speed! Love working with Amanda and so glad that I found her!
After 3 CPAs, I think I’m finally home with Amanda and Keystone CPA. :)
I started out with a general CPA who could balance the books, but who didn’t specialize in real estate/rental property tax strategies.
The next CPA was a larger firm with a reputation for knowing rental tax law. And while I’m sure they know their stuff, I realized after a while that I wasn’t getting real value. All they were doing was preparing my tax returns. Some nasty tax due on my last return made me realize I was missing something important.
What I need is a partner; someone who can proactively look at my finances and help determine strategies to improve my tax load. After my first call with Amanda, I knew I was in the right place: she and her team are not only experts in rental business aspects of taxation, but more importantly, she asks the questions I don’t even know to ask. Amanda takes a holistic view of my finances–not just taxes. By doing so, I’m finally getting PROACTIVE recommendations that will help me right now and into the future.
Bottom line: There are many CPAs out there who can fill out your tax form for you. But if you’re looking for a partnership with a savvy team who can see down your road and help guide you to your goals (while saving tax dollars in the process), look no further–Keystone CPA is it!
Awesome! We are so impressed with how knowledgeable, friendly and professional you are. We are very lucky to have you work with us. We feel very privileged. We greatly appreciate your time, your amazing expertise and great advice. Thank you so much!
Just so you ALL know; You alllll
I’ll say it again; You are alllllllllllll
Thank you VERY much
Hi Amanda and Matt,
Happy New Year! Just wanted to let you know that we finally closed today. It was a very very painful and lengthy process but it got done at the end. Thanks for helping us on our tax returns. We couldn’t have done it without you!!
I have a fairly complex tax situation between my medical business and real estate investing. I had to change multiple accountants in the last few years in my search for a firm that has the knowledge and the integrity at the same time and I believe that I have finally found my target.
Amanda is knowledgeable, honest, respectful, patient and responsive. She helped me achieve substantial reduction in my tax burden with proper utilization of appropriate tax strategies.
She is the best CPA for a real Estate Investor.
I work for a start-up biotech company and for some reason have a side-hobby of investing in real estate and various other ventures. It’s pretty interesting but tracking expenses and taxes can become a major hassle–although I’m improving over time. Matt, Amanda and their team work with my challenging schedule and wide range of investments. They are prompt, responsive, and so well organized that the final returns this year across numerous states were actually quite simple to sign and send. They’re also cool people!
Thank you so much Amanda. My wife and believe it was a blessing to have found you, you are true professional.
We have been working with Amanda on entity structuring and tax planning and she has been absolutely great to work with. She takes the time to really listen and then gives sound, practical advice to fit our situation.
With real estate tax laws constantly changing, it’s critical that we have a great CPA who is ahead of the curve. So we are thrilled to be able to work with such a high quality team.
Keystone CPA is exactly what I’m looking for. As a small business owner with multiple rental properties, I am impressed with Amanda’s overall approach to my situation. She is honest, straight forward and very knowledgable. She is by far one of the best CPA’s that I’ve encountered. I am looking forward to working with her and her team and would highly recommend her to all business owners/investors looking for a tax strategist, wealth planner or anyone to bounce ideas off of! Thank you Amanda for all your help! I truly appreciate it!
- Nick V
Amanda is very knowledgable and always excellent in her service. She was unexpectedly very responsive, even in odd hours of the night, via email. She always explain everything clearly and patiently. Her staff is also friendly and helpful, very professional. This is my 1st year with Keystone and am very happy with the result of their hard work in tax preparation and tax planning. One of the best decisions I made!
We have been with the Keystone CPA for several years now. Amanda and Matt and their staffs have been assisting us with all our Corporations tax filing and personal filing. They are professional and knowledgeabe. What’s best is that we have tax planning meeting with them every year to discuss what is the best strategies for the Company and personally! Amanda recently assist us with a tax audit and we are very thankful she was there to assist us through it with excellent outcome. We are very pleased with Keystone CPA Outstanding Services.
Thank you Amanda and Matt, and Team Keystone CPA!!!
If you are tired of paying high prices to CPAs, waiting days or weeks for a response to basic questions, or are simply not getting the guidance you want from your CPA, then Keystone is for you. Amanda and Matt are very responsive. We are on opposite coasts, and use it to our advantage - the time difference allows us to discuss tax planning and make phone calls after the east coast workday is done.
I recently started using Keystone and have been very impressed to date. I had the same accountant for 20 years, but having become more involved in real estate, I wanted a firm that could help me with more specific tax planning. I am so happy that I did. Thanks to Amanda and her team for all their help so far. I’ve been very pleased.
Thank you for your help. You gave us many great ideas for the future. The ideas were practical and explained very well. We look forward to your continued help. Thanks.
I’m more than pleased with the outstanding service my husband and I have received from Keystone CPA. We initially just wanted a review and 2nd opinion on our somewhat complex return but unfortunately found out that our previous CPA had made numerous and serious mistakes. Amanda and Matt refiled for several years and we received several large refunds. At every step of the way, Amanda & Matt have been consistently professional, responsible and proactive. Our minds are set at rest knowing they are our tax professionals. I highly and unreservedly recommend them
I have worked with several CPAs over the past two decades and this is the first time I feel like Im working with the right people. Matt and Amanda started off by reviewing my previous tax returns and were able to find MANY mistakes! I am very pleased with my decision to work with Keystone.
At this point, I can’t give a good review. The firm worked with us fairly, well, but we’re 3 months out from our submission and still haven’t gotten our refund from the IRS. We’ve changed the whole way we do accounting over to make things easy to work with them. I’ve been waiting for things to get easier, but this morning I got an email out of the blue that they no longer wanted to represent us.
I suggest looking for a firm that is interested in helping you grow even if it means striving hard to work to together. If you’re a small business looking for someone to help take care of things so that you can focus on your business, I haven’t seen evidence that Keystone CPAs is the one.
I feel so blessed to have known Amanda and thankful to Bigger Pockets for having found her. She is very professional and knowledgeable. She gave tax advantage recommendations which my previous accountants had never even talked about. She explained things in detail without making me feel intimated. The team offers a prompt, attentive & high quality service. Amanda acts like my 911 tax service consultant, her response to all my inquiries were faster than lightning, just amazing! I am a small time investor but Amanda treats me like a multi million asset! Thank you so much!
Thank you Amanda. You have produced the best one hour session on year end tax planning. I have accessed the session and thoroughly enjoyed it. You and Matt are the best advisers when it comes to tax planning and wealth building.
Amanda’s knowledge is outstanding….. My only complaint is that I did not call them before I setup my investment companies. However, Amanda’s guidance is getting me back on track and helping me protect myself and my investors. Thanks again for all your help..
We haven’t been working with Amanda long, but she has already made a positive impact on our taxes, how we organize for them, and even how we feel about them! We definitely recommend her services.
I have always enjoyed my tax strategy sessions with Amanda. She’s knowledgeable and her advise is insightful & timely. Her tax strategies not only benefit me personally and my entities, I was able to apply the knowledge to other entities I manage. Best of all, Amanda is easy to talk to, fun to spend time with. I felt empowered after my sessions with her. Thank you, Amanda!
Amanda is the bees knees!!! I met her in 2013 after dealing with numerous accountants. Really cheap ones, REALLY expensive ones who nickle and dime every moment they can, incompetent ones, and smart ones. Amanda is the perfect balance. She charges a competitive rate and is worth every dollar. She has gone above and beyond for me in helping me file my taxes and strategize going into each year. I have referred her to countless individuals in the last year that I’ve worked with her and she’s done right by all of them. I am currently going through a refinance on my house and the lender needed clarification on an item within 24 hours. She had it over to them with a written explanation within minutes of the request. She really does make her clients a priority and I’m so pleased to do business with her. If she ever saw me in person, she would receive a monster bear hug and probably wouldn’t be able to get me to let go for some time. Thanks, Amanda!!!
Amanda and Matt are great! They went through my previous years filed tax returns and found me nearly $1,500 that was missed by my CPA! They have strategically worked with me in eliminating thousands in expenses and saving me future tax expenses. Working with Matt and Amanda has paid for itself.
- Dave R.
Real Estate Investor
My wife and I are new to real estate investing and we signed up with Keystone because of their reputation in this industry. Amanda and her staff have exceeded our expectations. They completed our returns quickly, immediately offered strategies to save us money (which our prior CPA didn’t understand or recommend) and provided counsel and recommendations for many other scenarios – including small business, retirement, education and living trust strategies. They also excel in communication.
We’re happy to be clients and we look forward to working with Keystone in building our investment portfolio with a sound tax strategy going forward.
I have been so pleased with the work Amanda and the Keystone team have done for my real estate business this year. Not only did they discover a mistake my previous CPA had made that could have cost me $10,000, Amanda personally helped me through the process of fixing the error and getting back on the right track, saving me both time and stress. I recommend Amanda to all of my friends in real estate because I know how hard it is to find someone to trust - and Amanda is definitely that person.
I am just starting out in the REI world and having Amanda to talk to has been extremely helpful and reassuring. She has been extremely accommodating of the fact that due to my living abroad scheduling calls is quite difficult. The team has been very responsive and prompt to schedule consultations. Amanda was very gentle in steering me away from a bad business venture I was excitedly planning to accept and provided suggestions for restructuring the deal. She’s already saved me lots of money and it’s not even tax time! I appreciate how easy she is to talk with and how she is able to simplify the explanations of complex concepts.
I’ve worked with Amanda and Matt and they are great. Its refreshing to be in cooperation with an organization that values their clients with highly attentive service, their team members, and volunteers their time to worthy causes in the community as well.
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 and science to be effective at really listening to a clients life style, scenario, work, and hobbies to marry these to the legally tax saving strategies available. The art and creativity of it is the element they have is that separates them from the competition!
Amanda was incredibly helpful in our consultation session, and the consummate professional. We were looking for guidance to begin our REI business, and since we don’t yet own any properties, Amanda walked us through a few financing and tax strategy scenarios to help clarify our starting point. She simplified what I thought would be a complicated process of entity structure, and encouraged us to move ahead with our property search first, before engaging Keystone as our business partner. She saved us money already by keeping our best interest in mind. Knowledgeable, professional, ethical and a pleasure to talk with! We will come back to Amanda when we start to build our portfolio.
Carolyn and Jim Lorence
Round Rock, TX
This is our first year working with Amanda and it is a great experience. They are prompt, helpful and comes up with solutions. Their knowledge in dealing with real estate investors are a great plus! Thank you!!
Matt and Amanda truly had their work cut out for them with our taxes, but they handled everything quickly, promptly, and professionally. I think Keystone is the best experience you can have for taxes. You two are my heroes! True Tax Magicians :) Thank you so much for all your help.
I love these guys. I’ve been using Matt and Amanda for my taxes for a few years now and I’ve never even considered going with anyone else. They are so easy to work with, always get me amazing returns, very responsive and they never seem phased by any seemingly-dumb questions I might ask. I work in real estate and talk to a lot of investors every day and I have recommended Keystone to several of them anytime they’ve asked about finding an accountant.
It has been a pleasure to work with Amanda and Keystone. The promptness and responsiveness is much better than I’ve experienced with other CPA firms. I look forward to a continued relationship with them into the foreseeable future.
Amanda and her team are the best! She’s very knowledgeable and has great ideas that come in handy with my taxes when ever I have some different curve balls to throw. She’s referred me to people that have helped my real estate career and knowledge. I think her services are price less based on the IDEAS and PATHS she lead me to. Thank you Thank you Thank you!
- David D.
Musician and Mortgage Broker
I wouldn’t recommend anyone else other than Keystone. I am always amazed at their professionalism and willingness to answer my questions or keep me updated on what is happening with my person and business taxes. Looking forward to continuing being a client for years to come.
Have you ever started your own business and felt like you got in over your head, wondering what tax advantages you might be missing, or needed retirement advice, real estate tax advice, or wondered if you were making prudent business decisions? Well I have been (or at least was), and fortunately I was referred to Keystone CPA by some very savvy real estate investor friends. I was lucky because Matt and Amanda set me straight, helped me plan, and made things easy to understand. Give them a try, you’ll sleep better at night.. now I do ;)
The Keystone CPA team has been awesome to work with. They are diligent, professional and knowledgeable. What’s made my experience unique is the educational and informational aspect of taxes that Keystone provides because it’s important to know why things are done a certain way.
Keystone is a great organization and they are a great asset for our business. Our business invests in flip, rentals and we also originate hard money loans and Keystone has helped us organize and mix all our entities for the best possible tax strategy. Its great to be able to run our ideas with Matt and Amanda.
Working with Amanda and Matt has been a great experience. My partners and I sleep easy knowing that our accounting and tax needs are in the hands of such knowledgeable professionals.
The team at Keystone CPA has truly earned our business and referrals. We are looking forward to a long term working relationship with them as a crucial component of our business and personal investment team.
Near & Far Real Estate
Amanda is so easy to work with, and she answers my email very promptlly. Good custome service!
We have had the pleasure of working with Amanda and her team for the last 6 months. We have been impressed with the prompt communication, tax planning and advice based on latest regulation and the highly personalized service we have received. We are pleased and grateful so far and strongly recommend them as a strong tax partner.
Mauny Tabar & Neema Tabar
Partners at Rooted Capital Companies
I have the pleasure of working with Amanda and Matt for the past seven years.
I have the highest regard for the quality of their work and have been educated by them each year on the New Tax Changes and the tactical approaches to Real Estate Investing with the best Entity Structuring.
If you want the best of the best I suggest you get Amanda and Matt on your team today.
Creative Success Alliance
Amanda and her team are wonderful and they have made my transition to a new firm seamless. They are quick to respond and will go out of their way to go the extra mile. I am very impressed with their services and am grateful to have found them. I highly recommend their services!
I made much more money in 2012 than in 2011 and you STILL got me paying $2-3,000 less in taxes. I am truly grateful.
I had Amanda and her team did my personal and business taxes and to my great surprise saved me more in taxes than I had expected. I am still in shock! Thank you for your help! You guys are terrific! I will surely use you guys again!
It was quick and easy working with Matt and his team. They were very professional and made filing my taxes quick and painless, plus they saved me a bunch of Money.
Best tax people I’ve ever worked with.
Semanas Properties LLC
I have only been working with Keystone for the past few months and already see the advantage of having them as a part of my team! The advise and insight I have received thus far exceeds anything I have received in the past. I am looking forward to a long term working relationship!
I am a seasoned real estate investor as well as an Executive at a local Entertainment Company. Amanda and Keystone has made my life so much easier and has always been accessible to answer any questions throughout the year to minimize my taxes going forward. They do NOT nickle and dime me for every little question which I need answered and are extremely responsive.
We have worked with many CPA,s and accounting firms over the years not only for our personal returns but for several different business solutions from our restaurant to real estate investments and Amanda and Matt along with there team are by far the most knowledgeable and helpful group we have had the pleasure of doing business with.
Most importantly they are great people who are truly looking out for your best interest in regards to your tax strategies and wealth creation. Hire them today!
John & Sunny Rodgers
Zendo Peak Investment Group
I have been working With Amanda and her team for about a month.
Everyone is very friendly; extremely professional, and directed me in the right direction for my new business.
Can’t wait for the next phone meeting :)
I own a consulting business and have been working with Keystone CPA for several years, and they’ve been fantastic. One of the things I truly appreciate is their responsiveness to my calls and emails, which is essential when needing quick answers. They also immediately identified ways to save me thousands in taxes when I first signed on with them, which of course is fantastic. I definitely recommend their services!
Amanda and Matt are outstanding. They reviewed the work of our previous CPA and found a number of errors which resulted in us getting a substantial refunding. Well worth every penny of their fee. I highly recommend them.
It has been wonderful to work with Keystone, a growing, successful, and responsive company with industry specific knowledge to help our real estate investment company to thrive.
Keystone did a fantastic job on our personal and business taxes.
We have purchased and sold several million dollars in real estate and they were able to make sense out of mountains of data…
We highly recommend Keystone for all your CPA needs.
Amanda, Matt & the team at Keystone are the best. They have made this young, novice real estate investor a true believer that a good CPA can make all the difference when it comes to saving and thinking strategically about your taxes. I look forward to working with them for many years to come and recommend them to anyone looking to maximize their wealth.
Amanda and her team at Keystone CPA’s exceeded all my expectations
for CPA help with tax filing. Her team’s work in my opinion sets the gold standard for this profession, when it comes to providing tax advise and preparation for small business owners like me.
Mir Shuttari MD
Keystone (We work directly with Amanda) is an amazing CPA to work with as a new investor. You need a CPA who is not just going to ask you for receipts and numbers but to actually figure out how to best work with your current investments, work situation and income so that you can get the most out of your tax return.
I find that Amanda has done more then just file my taxes as I’m able to speak with her before I make any major purchase in life albeit a home, a car, a rental property or IRA/401k deposits.
Last year was the first year we used Keystone and I doubt we’ll be working with anyone else in the years to come. It’s worth a meeting a minimum…
Great insights and very thorough with recommendations and suggestions. Thumbs up for the Keystone team!
Knowledgeable, accessible, and personable. Keystone was there to answer all of my commercial real estate and tax planning questions accurately and promptly. An absolute pleasure to do business with.
Finally…..I found one! An amazing CPA firm who are strategic, proactive and incredibly easy to work with. They are fantastic, and I trust them implicitly – which I don’t often say!
We have been running a distribution company for over 15 years with a few different entities. Within the last 6 years we have had about four different large CPA firms before we became clients of Keystone. I found them to be very direct and great about answering any of my questions. Since we have transitioned over to Keystone, they have advised us on the different opportunities available especially in regards to property. There company online access portals made it very easy for our accounting staff to communicate with them.
I recently hired Keystone to Amend an incorrect personal return. They corrected the mistake and found further mistakes that my earlier accountant had made. It made quite a difference. They made the corrections and filed the return in less than a month. Now every time I email them I thank them for it.
I feel confident in having Keystone as our CPAs.
I’m going to give them “4” starts because I’m a cynic and most things are too good to be true. But, if they keep it up I’ll give them “5” after this next return is filed.
I am the founder of Prestige Investment Group,(www.prestigeinvestgroup.com) and working with Keystone has been GREAT! I can’t express how good it feels to have a CPA sit down with you and take the time to break your business down and strategize with you on creative ways to maximize your gains and deductions. I would HIGHLY recommend Keystone to any real estate professional who needs a top of the line CPA that can give you a customized plan fit for YOUR company, and not just a zombie who puts in some information on your tax returns and files it at the end of the year. They are AWESOME!!!
Thank you so much for your help in getting all my amended returns done so quickly. I had a very favorable experience with you and your firm. Thank you for finding the errors from my last tax preparer and getting me a refund for 2009 of over $5,300. I really appreciate your great professionalism and accountability - no false hopes. I will recommend you and your company to my friends and other fellow investors.
I am pleased of the results in my 2010 taxes. I was told before that I was going to pay $40,000 for all the money that I pulled out of my IRA and instead I received a refund! The difference was huge!
Finally, I have a team of tax advisors who are very proactive in working with me and give me scenarios not just on tax but on business ideas as well. I am very busy running my business so it is important to me that Keystone CPA is very quick to respond and they are always available which is invaluable for me. If you are looking for brilliant team to help you with your business and who are easy to work with, I would highly recommend them!
Keystone CPA is my tax advisors. I always tell my clients that you need a great CPA when you are investing. You need someone who understands the tax laws and helps you understand what’s next, how to plan for retirement, and how to take advantage of the tax changes. I recommend all my clients to Keystone CPA and I tell them to get great advice if they are serious about growing their wealth.
The first few months of working with Keystone CPA, they reviewed our old tax returns and found $12,195 of tax refunds for us! Then they sat down with us a developed a strategy and roadmap to help us with our tax savings and our investing plans. They are passionate about what they do and are proactive in their tax planning and we just really enjoy working with them!
I love working with Matt and Amanda of Keystone CPA. They helped me to get over $20,000 back last year and I have never received such great services from any CPA I have worked with in the past. I love working with their team and I highly recommend them!
I am the Co-Founder of Invest Club for Women and the owner of several different businesses. Something very important for me was I needed to work with someone who was not just a CPA but who were business owners and real estate investors themselves. After working with so many different people over the years, I finally found my ideal advisor team in Keystone CPA. They not only understand the numbers but they also understand and help me with the growth of my business and my investments and I love them for that reason. In the first year of working with Keystone CPA, they helped me to get a tax refund of $11,145. Since then, they have taken some of our problematic situations and turned them around and simplified our lives.