After spending time with Matt and 's program we learned what we needed to focus on for tax strategy and then took that information to our interviews with local CPA’s. My husband thought we were too small to use Matt & Amanda (2 investment properties at the time). But now we wish we would have gone through their workshops earlier because our first CPA did some things incorrectly and we didn’t have the knowledge to push back and politely educate him. Now we have a CPA that loves working with us and incorporates Keystone's tailored suggestions for our tax returns.