Your Tax Foundation. Your Financial Keystone.
Tax Preparation & Planning for Retirees and Small Businesses in Eau Claire, WI
Keystone Tax is an Eau Claire, Wisconsin tax preparation and tax planning firm led by CPA Jesse Becker. We help retirees, pre-retirees, individuals, families, and small business owners with tax preparation, year-round planning, Social Security taxation, RMDs, Roth conversions, quarterly estimated taxes, S-Corp guidance, and other tax decisions.
You Need A Tax Planner, Not Just A Tax Preparer
Keystone Tax isn't just looking back on your last year of finances; they look forward, at the bigger picture
Who We Help
Customized tax planning and preparation, with clear guidance and year-round support.
01
Retirees & Pre-Retirees
Social Security taxation
Roth conversions
RMD planning
02
Small Business Owners
Schedule C + deductions
S-Corp guidance
Quarterly estimates
New Book
New Book
The Journey Ahead, written by seasoned financial advisors Couture and Becker, addresses what they see as a pervasive crisis of financial illiteracy sweeping across America, from the heartland to the coasts. Their book empowers readers with the tools and knowledge to plan for a more secure financial future and confident retirement. With a heartfelt motto, “you have the power to change your story,” they shed light on some of the common financial pitfalls that plague many and offer actionable strategies.
