Keystone CPA, Inc.

Keystone truly saved me in a moment of crisis! I found myself in a bind, having missed a business deadline and on the verge of missing the personal taxes deadline. I mistakenly thought my financial institution was handling all my taxes, only to discover on the due date that my business taxes were incomplete (shame on me). However, Keystone came to the rescue and turned what could have been a costly mistake into a stress-free experience. Thanks to their expertise and swift action, what was about to become a

A-class service! I am a fairly new business owner who is in the middle of scaling my business and the entire Keystone CPA team has answered all my questions, made sure I had every document, and has provided more resources so I can be educated on taxes as a business owner. Eternally grateful for Amanda Han!

I had a great experience working with Keystone CPA for tax strategy and most recently my tax returns. Very knowledgeable about STRs and tax in general. Also, very responsive and accessible whenever I needed clarification. I will be using them for years to come!!

Keystone has helped us greatly in tax planning and preparation. They are true pros and have been so helpful to us, especially in getting started reaping tax benefits of rental real estate. They also offer excellent bonus content with their educational webinars. We highly recommend them!

My husband and I have worked with Matt, Amanda, Adrian and the team at Keystone CPA for years and have had only great experiences with them. They are knowledgable, responsive, and thorough. Between our rental property portfolio, main jobs, and side hustles, we have complicated returns, and Keystone has risen to the occasion in every sense and answered every one of our questions. We highly recommend them to anyone who is looking for solid real estate tax advice!

Having known Matt and Amanda for nearly 20 years now, I can truly say that they make tax strategy and planning SEXY! As a real estate investor and professional for many years now, they've led our company to strategies that most CPA's seem to know little or nothing about. We can't recommend their books, strategies and expertise they bring highly enough - thanks Matt and Amanda!!

Keystone CPA is the best. They were able to help me identify errors in my tax returns that will save me money next year that more than pays for what they charge. Highly recommend. Great job Adrian.

Keystone is consistent, timely, and very knowledgeable. Everybody on the team responds quickly and competently to any inquiry I send their way, and I never have to follow up to remind them of a request or an update . Highly recommend!

Everyone we have worked with at Keystone CPA, Inc has extensive tax knowledge, specifically for those who invest in real estate. We highly recommend them.

Excellent service from Keystone CPA! We have been working with Keystone CPA for years, and we are thoroughly impressed. The whole team is professional and knowledgeable , providing clear explanations for complex tax laws. What stood out was their personalized service; they took the time to understand our unique situation and tailored their advice perfectly. Plus, they were timely and efficient, ensuring everything was completed well before deadlines. We highly recommend Keystone CPA for anyone seeking rel

We couldn't be happier with the service and expertise from the Keystone CPA team. Their attention to detail, deep knowledge of tax strategies, and personalized approach have saved us on time, money and stress! They go above and beyond to ensure you understand every step of the process and are so kind in helping teach you about all the confusing things that come with filing taxes. Highly recommend Amanda, Matt and their entire team!

We have loved working with Keystone CPA for our tax return. Not only have they been very professional but they have also been patient and super organized . We could not have found a better firm.

We'd recommend Keystone to anyone! They helped us save so much on our taxes, were always very responsive and pleasant to work with.

The Keystone CPA team is awesome. What sets them apart is their professionalism, expertise, experience, and white glove service. They are real estate investors themselves so I can be confident that the tax strategies and customized planning we're implementing will deliver meaningful impact for me & my family. Everything is explained thoroughly with a clear action plan for us to execute. So happy to be working with Amanda, Matt, Ivoire, Jessica, and team!

My first year as a tax client with Keystone CPA, after I started investing in real estate, I found them through Avery from Short Term Shop. I couldn't be happier with my decision! Amanda, Matt, and their incredible team are exceptionally knowledgeable and proactive. They go beyond just filing taxes?they strategically advise on how to maximize returns on real estate investments. If you're involved in real estate, I highly recommend contacting Keystone CPA. Thanks to everyone at Keystone for making this such

During my initial call with Keystone CPA, they quickly noticed a five-figure error in my latest tax return related to an old depreciation exclusion still carried by my current accounting firm. As such, that 45-minute call generated a 2.3x Return on Investment in Keystone's Strategic Tax Planning program, and I still have a full year of benefits remaining in the program. I highly recommend Keystone CPA to any real estate investors!

This is our first year as tax clients with Keystone CPA. We had a great experience and would highly recommend anyone who invests in Real Estate to contact Amanda, Matt and their fabulous team. The team at Keystone is very helpful and knowledgeable when it comes to Real Estate and ways to help not only file, but also strategically plan to get the most out of your RE investments. Thank you Keystone!!!

So far my experience with Keystone has been wonderful. Special recognition to Ivoir? for taking the time to engage in conversation and continuous follow through. Great educational content provided.

Amanda, Matt and their team are the real deal. We initially hired them for tax strategy when we were getting questionable results from our CPA firm. Keystone was quick to respond with great insights and strategies. They took a look at our last year's tax returns and found all kinds of ways they could save us money. Hiring Amanda was quite literally the best investment we could've made. Now we're positioned for massive growth and have the strategies in place to not lose our shirts when picking up new inves

We have been clients of Keystone for many years and have always received the highest level of service, advice and expertise. The entire team are experts in their field. As changes to codes and laws are available, Keystone lets us know immediately and so we continue to remain compliant and are able to benefit from their excellent communication.

Adrian provided excellent service, he was well prepared, easy to follow and provided useful recommendations specific to my tax situation. Highly recommend working with Keystone CPA!

So far, my experience has been top notch, informative, and responsive. Valuable insights into various strategies to set up my current and future business ventures in a streamlined and advantageous way.

I highly recommend Keystone CPA for your real estate business tax returns. They are extremely knowledgeable about all tax related issues with real estate ownership. I have worked with them for years - and their advice has been spot on.

If you're looking for tax strategy and answers to real estate tax questions, Amanda and Keystone CPA is your one stop shop. 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 heard Amanda on Bigger Pockets and decided to take the plunge with Keystone and I wouldn't have done anything differently. Totally worth it to have a member of my team that is

Great CPA firm! I have been working with them for over 8 years and they always do a great job. I have used their business advisory service and tax services for 3 businesses and for my personal taxes as well.

I have been with Keystone for eight years and have always had a great experience. Their expertise and professionalism is top notch. I always know I am in good hands during tax season.

Amanda I wanted to say thank you for offering your bookkeeping?services to us.? It has made a world of difference for our business, and I can't thank you enough for that. Cindy's attention to detail, responsiveness and overall support has truly?impressed me.? It's clear that we are in capable?hands!

Amanda is an incredible CPA, and a wonderful person! She has been a huge help to me in estate and tax planning, and has an expert knowledge of how to handle real estate related taxes -- which is my profession. I highly recommend her and Keystone CPA!

Keystone CPA helped me when I launched my business in 2009 and they have been with me every step of the way. I was especially pleased with their service when, in 2015, my company was audited. They have experience working for Deloitte and it really came in handy. Their expertise in guiding me through the audit was amazing! The IRS told them I was getting an "A+" on my audit and that's largely due to the way Keystone has guided my company all these years. Through the ups and downs of business they have al

Amanda is the best! I took her tax course last year and what I learned has saved us 5 figures in taxes already. Would highly recommend Amanda and her team for all your RE tax needs

The best in the business! I highly recommend Amanda and Matt + team, especially if you are in the real estate business!

I have found the staff at Keystone CPA to be exceptionally professional, knowledgeable and kind. Ivoire Young was the person I had the most contact with. After some preliminary emails, to which she always replied quickly, we set up an intake phone call. She asked me detailed questions about my business and professional goals and what I was looking for in terms of services to help my business grow. She also suggested several resources for me, including certain books, websites, organizations, etc. Ivy wa

My business partner and I are real investors and found Keystone which came highly recommended for our business a few years back. Amanda and all of Keystones staff members have been great and a pleasure to work with!

I rarely, if ever, write an internet review of a company, but Keystone CPA is an exception for all the right reasons. Keystone has been my trusted CPA firm for over a decade, and I recommend Matt and Amanda without reservation to anyone - whether it be for routine tax preparation, IRS audit, or financial planning.

Make sure to be extremely clear on what you?re looking for in the introductory call and schedule a meeting with the actual CPA before agreeing to pay anything. I told them I specifically needed help with a previous tax period and then planning for upcoming taxes. All I heard was ?absolutely, yes we can def help with that.? And yet, come to find out, that wasn?t the case. I spoke to their business development individual and had a great call. What I received in ?service? was quite the opposite. In fact

Excellent CPA who knows real estate investing very well. I?ve been a client for 9 years. I couldn?t recommend them highly enough!

We've been working with Keystone for 9 years. They've got a solid process and competent people who are responsive and pleasant to work with.

I am a real estate investor and small business owner so I don't really have much time to decipher what will or wont save me on taxes. Matt and Amanda make it so simple for me to understand what I need to do in order to save money. They saved me a lot of heartache by letting me know what works for me like how I should pay myself for my business. I highly recommend them both!

I have just started down the path with taking the only course and I am very impressed with the professional customer service even though we have not even started yet. All of my questions were answered by Ivoire Young and once I committed to the program all of the extra supplies were immediately accessible. This is a big expense for me, but I am 100 percent confident that The knowledge and strategic planning will provide benefits well beyond the cost for the course.

While I am very reticent about giving 1 stars (and have written only a few of them) this place truly deserves it. I bought their book and heard them on a podcast - bigger pockets so I was looking forward to hiring them. I had set up a "virtual appt" at their request for 2 weeks out. I was to call to Ivoire at promptly 11:00am, I did so, but just got VM. I left a message asking her to return my call or at least let me know how late she's running.....still never heard from her. Clearly they don't need the bu

Amanda is a great resource and educator. I highly recommend reading her book. Investors especially will be happy they contacted her. Keep up the good work!

Highly recommend. Very thorough. Very strategic.

Amanda and Matt are the best in class for real estate investors.

Keystone CPA is the best...detailed, competent, and easy to work with!

This team is very knowledgeable and highly responsive. Excellent accountants.

I'd give no stars, if possible. If you're looking for absolutely no service, this is the place. For those referred here by U Direct IRA...don't listen. Run!!!

Tremendous knowledge and insight about real estate accounting from Amanda & Matt. Glad I made the switch!

This is not an actual CPA firm, they just sell books. No actual CPA activity here.

They are knowledgeable, meticulous, efficient and professional. Highly recommended.

Called five times and left 5 messages. Never received a call back.