Keystone CPA

What Keystone CPA does

Keystone CPA, Inc. is a privately held, California-based CPA firm founded in 2015 by Matt MacFarland and Amanda Han that provides specialized tax planning services to real estate investors, business owners, and high-net-worth individuals across the United States. The firm delivers tiered subscription advisory services — Strategic Tax Planning ($6,995/year), Custom Tax Planning ($19,995/year), and Comprehensive Tax & Wealth Planning ($39,995/year) — covering cost segregation studies, Real Estate Professional status, short-term rental tax strategies, entity structuring, depreciation optimization, and generational wealth planning. Standalone tax return filing and bookkeeping are quoted separately after the planning engagement, and the firm does not offer pure compliance-only services.

The firm's core technology stack is commodity SaaS rather than proprietary: Kajabi powers course and member content delivery, Sharefile handles secure client document exchange, CPA Charge and Stripe process payments, and the website is the primary intake funnel via a questionnaire-to-consultation sales motion. Differentiated value is delivered through proprietary content assets — two Amazon best-selling tax strategy books, the Tax Savings Playbook, the 360° Tax Savings Roadmap (covering 200+ planning areas), the Strategic Tax Savings Program (6-week cohort), and the Tax Insiders Circle client community — rather than through technology platforms.

Commercially, Keystone operates a hybrid go-to-market combining content-led acquisition (BiggerPockets presence, 30+ podcast appearances, YouTube, Amazon books, Forbes/CNBC/Money Magazine features) with event-driven demand generation (annual Real Estate Tax & Wealth Strategies online event featuring celebrity real estate personalities) and a founder-led sales consultation motion. The 11–50 person team is distributed across California, Ohio, Texas, and Colorado, supporting a nationwide remote service delivery model. The firm is entirely founder-owned with no external funding, and the founders remain the principal subject-matter authorities and brand faces.

Name

Keystone CPA

Legal name

Keystone CPA, Inc.

Website

https://keystonecpa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Keystone CPA is a privately held, Fullerton-based CPA firm founded in 2015 that provides tiered subscription tax planning ($6,995–$39,995/year) to real estate investors and high-net-worth individuals nationwide, supported by proprietary content, books, and a distributed advisory team.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

akta.pro secondary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

Keywords

• Tax planning services
• Real estate taxation
• CPA advisory
• Wealth planning
• Tax strategy

Headquarters

HQ city

Fullerton

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Tax Planning: Entry-level planning service for new investors including tax return review, four private tax advisory calls, interactive live group Q&A sessions, Tax Savings Playbook access, and Tax Savings Action Plan.
2. Custom Tax Planning: Mid-tier service for investors ready to scale including tax return reviews, unlimited private tax advisory calls and emails, and personalized tax savings plan.
3. Comprehensive Tax & Wealth Planning: Premium service for high net worth individuals including unlimited consulting, in-depth tax planning for business, real estate, and retirement with focus on generational wealth.
4. Tax Savings Playbook (Self-Guided): One-time purchase of foundational tax strategy materials including expense maximization, legal entity structuring, RE professional and STR loopholes.
5. Tax Return Filing Services: Separate fee service for tax return preparation, available to planning clients after strategy session.
6. Bookkeeping Services: Monthly bookkeeping services available for separate fee quote during tax planning session.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

Keystone CPA is a specialized CPA firm that delivers tiered, subscription-based tax planning, advisory, and filing services focused on real estate investors and high-net-worth individuals. Core offerings include three annual planning tiers (Strategic Tax Planning at $6,995, Custom Tax Planning at $19,995, and Comprehensive Tax & Wealth Planning at $39,995), plus supplemental services such as the Strategic Tax Savings Program (a 6-week structured course), the Tax Savings Playbook self-guided course, tax return filing, bookkeeping, and educational books sold on Amazon.

Product overview

Keystone CPA operates as a specialized CPA firm offering a tiered tax planning service architecture with three premium tiers (Strategic Tax Planning at $6,995, Custom Tax Planning at $19,995, and Comprehensive Tax & Wealth Planning at $39,995) supplemented by educational products. The flagship Strategic Tax Savings Program is a 6-week structured course combining video modules, live Q&A, and the Tax Savings Playbook. Free resources include the Tax Savings Toolkit and 360° Tax Savings Roadmap. The firm also publishes tax strategy books for real estate investors. The firm does not offer standalone tax filing services; planning clients receive tax return fee quotes after strategy sessions.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Tax Planning Annual subscription tax planning service priced at $6,995 for new real estate investors, including review of personal tax returns, four private tax advisory calls, and interactive live group Q&A sessions designed to maximize tax-saving potential of real estate investments.
• Custom Tax Planning Annual subscription tax planning service priced at $19,995 for investors ready to scale, offering unlimited private tax advisory calls and emails, tax return reviews, and a personalized tax savings plan.
• Comprehensive Tax & Wealth Planning Annual subscription tax planning service priced at $39,995 for high net worth individuals, providing access to firm founders and a premier team of outside advisors for in-depth tax planning focused on business, real estate, and retirement with generational wealth creation.
• Strategic Tax Savings Program Six-week structured educational program for real estate investors with weekly video modules, live Q&A sessions, Tax Savings Action Plan, access to the Tax Savings Playbook, and membership in the Tax Insiders' Circle with client-only events featuring tax, estate planning, and real estate market experts.
• Tax Savings Playbook Self-guided course priced at $1,495 providing foundational real estate tax strategies including expense maximization, legal entity structures, real estate professional status, and short-term rental tax loopholes.
• Tax Return Filing Services Separate fee tax return preparation service available to planning clients after their strategy session, with custom fee quotes provided based on complexity.
• Bookkeeping Services Monthly bookkeeping services available for separate fee quote during tax planning session, supporting real estate investors and business owners with ongoing financial recordkeeping.
• Tax Strategy Books Two Amazon bestselling books authored by Amanda Han and Matt MacFarland: 'The Book on Tax Strategies for the Savvy Real Estate Investor' and 'The Book on Advanced Tax Strategies for Real Estate Investors,' distributed via Amazon, BiggerPockets, and other book retailers.

Quantifiable outcome

• Client saved over $105,000 in taxes in one year
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core, minor and flagship.

• KajabicoreTechnology or IntegrationKajabi platform used as the primary technology platform for hosting courses, membership content, client portals, and digital product delivery. Company builds content and client experience on Kajabi infrastructure.
• SharefilecoreTechnology or IntegrationSecure client portal powered by Sharefile for document storage and exchange between firm and clients.
• CPA ChargecoreTechnology or IntegrationOnline payment processing platform for secure fee collection via credit card and eCheck.
• Open Door CapitalminorStrategic or Co-development PartnerSyndication company whose investors receive tax planning services from Keystone CPA. Tarek El Moussa and team work with Keystone for personal and business tax planning.
• BiggerPocketscoreGTM or Marketing PartnerPrimary marketing and thought leadership platform. Company authors books sold on Biggerpockets, appears on podcasts, and references BiggerPockets in client acquisition materials.
• Tarek El MoussaflagshipGTM or Marketing PartnerFeatured guest speaker at 2025 Real Estate Tax & Wealth Strategies event. Internationally recognized television personality and real estate investor. Uses Keystone for personal and business tax planning.
• Brandon TurnerflagshipGTM or Marketing PartnerFeatured guest speaker at 2025 event. Bestselling author, podcaster, and seasoned real estate investor known for multifamily and mobile home park expertise.
• Thach NguyenflagshipGTM or Marketing PartnerFeatured guest speaker at 2025 event. Real estate mogul with $100M+ portfolio, expert in affordable housing and ADUs.
• AmazoncoreChannel Partner/ Reseller/ DistributorDistribution channel for company's books including 'The Book on Tax Strategies for the Savvy Real Estate Investor' and 'The Book on Advanced Tax Strategies'.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Andersen: Global tax and advisory firm with a substantial U.S. practice serving HNW individuals and real estate investors. Competes for premium tax planning engagements with a much broader international footprint.
• Crowe LLP: Top-10 U.S. public accounting firm with a dedicated real estate group serving investors, REITs, and developers. Comparable on tax strategy for sophisticated real estate investors, but bundled into a broader assurance and advisory platform.
• Wipfli: Top-25 U.S. accounting and advisory firm with a real estate industry group serving investors, syndicators, and property managers. Competes for the same clients at the upper end of Keystone's range while offering broader advisory and audit services.
• Cherry Bekaert: Large national accounting and advisory firm with a dedicated real estate practice serving investors, funds, and developers. Comparable at the overlap of RE tax planning, but operates as a full-service incumbent rather than a focused boutique.
• Eide Bailly: Large regional CPA and advisory firm with a real estate practice serving investors, funds, and developers nationwide. Overlaps with Keystone on tax planning for active real estate investors and high-net-worth individuals.

Direct peers

• GreenGrowth CPAs: Boutique CPA firm focused on real estate investors and small business owners, offering tax strategy, cost segregation studies, and wealth planning. Comparable service portfolio and investor niche to Keystone.
• Anderson Advisors: Tax and accounting firm specializing in real estate investors and small business owners, with a heavy emphasis on entity structuring, asset protection, and tax strategy content. Closely comparable customer base and educational marketing approach.
• The Real Estate CPA: Specialist CPA firm serving real estate investors with tax planning and preparation. Directly comparable to Keystone in target customer (real estate investors), service mix (planning + filings), and educational content-driven GTM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@amandahancpa
• Facebookfacebook.com/keystonecpainc
• Instagraminstagram.com/amanda_han_cpa
• Xx.com/keystonecpa
• LinkedInlinkedin.com/company/keystone-cpa-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keystone CPA