$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 Go Beyond Tax Returns.
We Deliver Strategy.
Tax returns document what has already happened. Strategic tax planning helps shape what happens next—while there is still time to act
The Keystone Tax Architecture
Our five-phase methodology provides a structured framework 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
Led by a tax professional with more than 30 years of experience across corporate tax leadership, public accounting, and private-client advisory, Keystone brings sophisticated tax strategy to privately held businesses and high-income professionals.
TAX STRATEGY BUILT AROUND YOUR BUSINESS AND PERSONAL GOALS
Integrated planning, implementation, and compliance.
COMPREHENSIVE TAX PLANNING
The Keystone Tax Architecture
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.
HOW THE KEYSTONE TAX ARCHITECTURE WORKS
A five-phase framework that turns tax planning into a year-round discipline—rather than a once-a-year filing.
BUILT FOR ESTABLISHED BUSINESS OWNERS, REAL ESTATE INVESTORS & HIGH-INCOME PROFESSIONALS
We work best with clients who are 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 structure, owner compensation, retirement plan design, multistate exposure, and sustainable growth.
Real Estate Investors
Integrated planning across entities, properties, financing, depreciation, passive activity rules, and exit planning.
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. During her corporate career, initiatives under her leadership generated more than $100 million in tax savings.
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She founded Keystone Tax & Accounting to bring that same disciplined, forward-looking approach to privately held businesses, investors, and high-income professionals.
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Rosalind lives in the Chicago area and enjoys spending time with her family.
