History
Keystone's professional CPAs provide top-notch financial and tax solutions in assisting clients to achieve maximum profitability on their businesses and investments. Founders Matt MacFarland and Amanda Han specialize in bringing top-notch tax saving strategies that are traditionally only available to Fortune 500 Companies to their firm clients.
Specialties
With over 30 years of experience in taxation, Keystone CPA takes a unique proactive approach to taxes with our Customized Tax Planning Service. As a pivotal member of your wealth team, one of our Firm Principals works directly with you to develop a comprehensive Tax Savings Plan exclusively for you. The end result is a tax roadmap detailing all legal strategies applicable to your Personal, Business, Investment, and Retirement-related activities. As a Customized Tax Savings Plan Client you are eligible to have us prepare your tax return(s) for the current year. We file Individual (including Married filing Jointly), Entities, and Trust tax returns. Please note, we do not file any past returns and only file U.S tax returns with domestic activities for the year.