Advanced Tax Advisory
Sophisticated tax strategy for business owners and investors with rental properties, pass-through entities, equity compensation, or multi-state filing requirements — fully coordinated with your wealth plan.
Advanced Tax Advisory extends the coordinated approach of Core into more complex territory. For families and business owners whose financial structures demand deeper tax integration with their investment management and long-term planning.
Advanced Tax Advisory
For families and business owners whose financial structures require deeper tax integration — rental properties, pass-through entities, equity compensation, or multi-state filing. The appropriate engagement level is determined during the Keystone process based on your complexity and planning needs.
What's Included
Everything in Core Tax Advisory
- Individual or joint federal and state tax return preparation
- Annual proactive tax planning strategy session
- Year-round access for tax-sensitive financial decisions
- Secure client portal and electronic filing
- Post-filing summary with forward-looking recommendations
Plus Advanced Strategy
- Rental real estate reporting and depreciation strategy
- Multi-state tax filing and compliance
- K-1 and pass-through entity coordination
- Equity compensation and capital gains strategy
Is Advanced Tax Advisory Right for You?
This tier is designed for families and business owners whose financial structures demand sophisticated, coordinated tax strategy. If your situation involves entity-level planning, real estate, or multi-state complexity, Advanced provides the depth you need.
Every Relationship Begins with the Keystone Method
Schedule an explore call to learn how the Keystone Method builds the foundation for coordinated tax and wealth advisory.