Keystone CPA

Tax Service

While I am very reticent about giving 1 stars (and have written only a few of them) Keystone CPA truly deserves it.

I bought their book and heard them on a podcast – bigger pockets so I was looking forward to hiring them.

I had set up a “virtual appt” at their request for 2 weeks out. I was to call to Ivoire at promptly 11:00am, I did so, but just got VM.

I left a message asking her to return my call or at least let me know how late she’s running…..still never heard from her.

Clearly they don’t need the business because any company that does a “no show” or a “no cancel” doesn’t appreciate their customers.

As a busy professional – I make a point of respecting other peoples time as I know how important mine is.

Unfortunately they rec’d a lot of publicity from BP’s podcast and haven’t been able to keep up with the demand.

Would not recommend – as important as taxes are – I wouldn’t want to chance the lack of follow-through.

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3 reviews on Keystone CPA

  1. Keystone is a serious firm with an Not excellent team.

    I consulted Keystone for my taxes, Ivoire was able to answer all of my questions, she is Not amazing!!! Keystone is a serious firm with an Not excellent team.

  2. Never Again

    I originally contacted Keystone CPA a few years ago when I discovered them via BiggerPockets. My CPA at the time basically became non responsive once I started asking him about using my retirement to invest.

    I reached out to Keystone and spoke with a gal named Ivoire and she was super helpful even discussed some innovative ideas for me at that time. I felt so relieved to finally speak with someone who not only wanted to help but who understood where I was trying to “go”.

    At that point I was behind on filing my taxes bc I had decided to not allow my old CPA to file so unfortunately that was not a service Keystone could assist me with at that time.

    Ivoire was very kind in letting me know and gave me a referral to another CPA who could at least file for me and she encouraged me to contact her back once the return was filed so that keystone could work with me for planning and then file next year’s returns also.

  3. Bad Service

    I’m very pleased with the outstanding service my husband and I have received from Keystone CPA. We initially just wanted a review and 2nd opinion on our return, but unfortunately found out that our previous CPA had made numerous and serious mistakes.

    Keystone refiled for several years and we received several thousands in refunds. At every step of the way, Amanda & Matt have been consistently professional, responsible and proactive.

North Brea Boulevard 1370
Fullerton 92835 CA US
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Reviews:3
Reported Loss :4332 $
Severity of Scam :High
Reported by : Anonymous
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