Strategic Tax Planning
Built on a Solid Foundation
Reduce taxes. Preserve wealth. Build your financial future with confidence through the Keystone Tax Blueprint™, our proprietary planning methodology for business owners and high-income professionals.
Take the next step with confidence. Schedule a discovery call or download the Keystone Tax Blueprint™ to learn our strategic approach.
$100M+
IN TAX SAVINGS DELIVERED ACROSS CORPORATE AND PRIVATE CLIENTS ENGAGEMENTS
30+
YEARS OF FEDERAL, STATE & GLOBAL TAX EXPERIENCE
BUSINESS FOCUSED
INTEGRATED BUSINESS AND PERSONAL TAX PLANNING
We Don't Sell Tax Returns.
We Deliver Strategy.
Tax returns report what already happened. Strategic tax planning shapes what happens next before year-end, while there is still time to act
The Keystone Tax Blueprint™
Our proprietary planning methodology gives clients a structured roadmap for proactive tax planning, implementation, and ongoing advisory throughout the year.
INTEGRATED BUSINESS AND PERSONAL PLANNING
Business and personal tax decisions do not happen in isolation. We coordinate entity structure, compensation, retirement, investments, and major transactions into one cohesive strategy.
Executive-Level Tax Expertise
With 30+ years across corporate tax leadership, public accounting, and private-client advisory, we bring sophisticated tax strategy to privately held businesses and high-income professionals.
Sophisticated tax planning, implementation, and compliance built around your business and personal goals.
Strategy Before Compliance
The Keystone Tax Blueprint™
Comprehensive Tax Strategy
A structured planning process that evaluates your business, personal tax position, compensation, retirement strategies, entity structure, and long-term objectives.
TAX COMPLIANCE & REPORTING
Preparation Informed by Strategy
Business and individual tax returns prepared as part of a coordinated tax strategy not as an isolated annual transaction.
BUSINESS TAX STRATEGY
Entity, Compensation & Growth Planning
Strategic guidance on entity structure, owner compensation, retirement benefits, multistate exposure, investments, and major business decisions.
ONGOING MONITORING & ADVISORY
Implementation Throughout the Year
Tax projections, planning meetings, strategy implementation, and adjustments as your business, income, and tax law change.
SUCCESSION & EXIT PLANNING
Protecting After-Tax Value
Planning for ownership transitions, business sales, succession, retirement, and the preservation of wealth beyond the business.
BUILT FOR ESTABLISHED BUSINESS OWNERS, INVESTORS & HIGH-INCOME PROFESSIONALS
Keystone works best with clients ready to move beyond reactive tax filing and use proactive planning to guide business, investment, and wealth decisions throughout the year.
MEDICAL & DENTAL PRACTICE OWNERS
Coordinated planning for entity structure, owner compensation, retirement benefits, practice real estate, growth, and succession.
CONSULTANTS & PROFESSIONAL SERVICE FIRMS
Strategic guidance on entity selection, owner compensation, retirement plan design, multistate exposure, and sustainable growth.
Real Estate Investors
Integrated planning across entities, properties, financing, depreciation, passive activity rules, and eventual exit strategies.
High-Income Executives
Tax planning for equity compensation, investment income, retirement decisions, charitable strategies, and major financial events.
ABOUT THE FOUNDER
Rosalind TALARICO EA | MST
Rosalind Talarico brings more than 30 years of tax experience spanning corporate tax leadership, public accounting, and private-client advisory. As a former corporate tax executive with global responsibilities, she has led complex federal, state, and international tax matters and recently delivered more than $100 million in tax savings across corporate and private-client engagements.
She founded Keystone Tax & Accounting to bring that same level of disciplined, forward-looking strategy to privately held businesses, investors, and high-income professionals.
Outside the office, Rosalind lives on a small farm outside Chicago, where she enjoys painting, gardening, spending time with her family, and caring for her animals.
