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We Don't Just Prepare Tax Returns. We Design Tax Strategies.

For many taxpayers, the first meaningful tax conversation does not happen until after the year has ended, when many planning opportunities are no longer available. Keystone was founded on a different philosophy: tax strategy should guide decisions throughout the year, not merely explain the results afterward.

Business professionals meeting to discuss proactive tax and financial planning

ABOUT KEYSTONE

Keystone Tax & Accounting was founded to give established business owners, investors, and high-income professionals the proactive, coordinated tax guidance often missing from traditional compliance relationships. We combine executive-level tax experience with a structured planning process to help clients make informed decisions before the tax consequences are fixed.

our philosophy

Better tax outcomes are created through proactive planning, coordinated advice, and timely execution not by preparing a return after the year has ended.

mission

To help business owners, investors, and high-income professionals reduce tax exposure, preserve wealth, and make confident financial decisions through strategic tax planning and trusted advisory relationships.

vision

To redefine the traditional accountant relationship by making proactive, year-round tax strategy the standard rather than the exception.

ABOUT THE FOUNDER

Rosalind TALARICO

EA

MST

With more than 30 years of tax and accounting experience, Rosalind founded Keystone Tax & Accounting to deliver proactive tax strategy rather than reactive tax preparation. A former corporate tax executive with global tax leadership responsibilities, she brings extensive experience in both public accounting and private industry, with a specialization in federal, state, and international taxation.

 

Rosalind advises business owners, medical professionals, real estate investors, executives, and high-income individuals on sophisticated tax planning and wealth-preservation strategies applying an executive-level perspective gained from advising complex, multinational organizations to privately held businesses and successful individuals today.

 

"After decades working with businesses of all sizes, I saw too many taxpayers paying more tax than necessary simply because no one was planning ahead. Tax law creates opportunities for those who understand it. Helping clients identify those opportunities before they disappear became the foundation of Keystone Tax & Accounting."

 

Outside the office, Rosalind is a proud mother of three, living in northern Illinois with her two dogs. She values integrity, stewardship, and lifelong learning, and spends her free time drawing, painting, gardening, traveling, and enjoying the outdoors with family.

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Ready to Build Your Tax Strategy?

Every engagement begins with a conversation. Let us evaluate your complete tax picture, identify opportunities, and design a strategy built around your goals not just your tax return.

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