Keystone Tax LLC offers a comprehensive suite of tax-related services, specializing in tax preparation, resolution, and strategic planning for clients in California. As a dedicated tax consultant firm, Keystone Tax provides expert guidance tailored to the complex tax landscape of the Golden State, ensuring clients receive accurate, thorough, and personalized tax planning. The firm’s team of experienced professionals is committed to safeguarding their clients’ financial well-being by navigating state regulations and optimizing tax scenarios to maximize benefits, minimize liabilities, and represent interests with precision and integrity in tax-related matters.
📍 Location: 100 S Murphy Ave, Sunnyvale, CA 94086, United States
📞 Contact Us: (408) 412-3373
🌐 Website: https://www.keystonetaxes.com/
Rating: 4.8
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Ellen’s prompt and skillful attention to detail and counsel, knowledge base, kindness and patience have made me a loyal client for the past five years. In 2022 I sold my Florida home and bought a home in California and she has given my every question or concern prompt and skillful attention. Ellen is prompt, accurate, smart, knowledgeable and kind — a great combination!! She has my highest recommendation.
Ellen is such a pleasure to work with! She has been doing my wife’s taxes for years; always straightforward, no problems. I do my own taxes, but this year I had to do a new form and the instructions didn’t make sense. I did my best, then boiled my concerns down to a question for Ellen. She responded immediately, gave me advice that saved me tens of thousands, as a courtesy to my wife. Whatever your concerns, give her a call, you will be glad you did!
I’ve been looking for a new tax person for my family business for years and finally had the time to make the leap last year. Given my past experience with other CPAs I was very nervous, but I am so happy to have found such a professional, kind, and efficient tax preparer!! Ellen is worth every penny 🙂 She was very professional setting up calls via zoom and over the phone. Look forward to working with her bookkeeping team as well! Please, if you are considering looking for a new tax accountant for business or personal, I 100% recommend Ellen and her team.
Ellen prepared our complicated personal and business taxes for the past couple of years. Each year we had different complexities involved but Ellen made the whole process painless and stress-free. Ellen is very responsive by phone and email and always would return my call the same day. She was very detail-oriented and diligent. She also helped us save $900 in credits for one of our tax returns. She is very experienced and knowledgeable in all aspects of tax law. Even after we filed, we needed some additional tax advice. Any question we asked, Ellen knew the answer and would quickly get back to us. If you want to save money on your taxes, I would recommend using Ellen.
Very knowledgeable and professional tax preparation. This is my first time using Ellen as the tax guy I had been using for over 10 years retired last year and I couldn’t be happier with the service I received. Virtual communication was very efficient and prompt. I’ll definitely be using Keystone Taxes every year moving forward. I highly recommend Ellen!