Find Out How Much You Could Be Saving on Your Taxes This Year

Apply to work with Keystone CPA and get a clear picture of what a proactive, IRS-compliant tax strategy could look like for your specific situation.

Full Name *

Phone *

Email *

Are you a US Citizen? (or a permanent resident?) *

What is your employment status? *

What is your occupation? *

What is your expected take home income this year? *

Expected net profit on business income across all businesses you own (rough amount)? *

How Much Did You Pay In Taxes Last Year? *

Available liquid capital? *

Married or Single? *

# of kids 2 years - 18 years old *

Cash to invest in a future rental (ballpark)? *

Not Including Any Retirement Accounts

Available cash to invest/leverage towards strategies outside of real estate? *

Not Including Any Retirement Accounts

How do you currently file your taxes? *

What state do you pay taxes in? *

If multiple states, select where you earn most income

What made you reach out now? *

A big tax bill I owe or expect this year

I sold a business or property, or had a stock vest

I started or am growing a business

I'm buying property soon

My accountant doesn't bring me strategies

I'm planning for retirement

Just exploring for now

When do you want this handled? *

Anything else about what triggered this?

Do you currently own rental property? *

Are you planning to buy a rental property in the next 12 months? *

Have you paid for tax planning before, not just tax filing? *

Will your spouse or partner join the call? *

What would you like to accomplish in this call? *

I understand Keystone's planning packages range from $20,000 to $40,000.

I understand tax filing isn't included in planning fees and Keystone doesn't offer filing-only services.

Realistically, how much time can you set aside for this over the next 12 months? *

Most strategies for W-2 income require a structural change. Which of these are you open to in the next 12 months? *

Next Steps

1. Add to Your Calendar

Once you've selected your time, save the date to your preferred calendar so you don't miss it. This consultation could be the first step toward keeping significantly more of what you earn.

2. Prepare Your Questions

Think about what's been frustrating you most about your tax situation. Are you unsure if your current CPA is catching everything? Wondering if there are deductions or strategies you're missing? The more specific you are, the more value you'll get from our conversation.

3. Watch for Your Confirmation

A confirmation email is on its way with all the call details and a link to join. If you don't see it within the next hour, check your spam folder or reach out to us at [email protected].

4. Connect with Us

Follow @amanda_han_cpa on social media for tax tips, client success stories, and insights on how high-income earners are legally reducing their tax burden.