About
Caring For You Like You’re Our Neighbor
Keystone Tax is a tax preparation and proactive tax planning firm based in Eau Claire, Wisconsin, serving individuals, retirees, pre-retirees, families, and small business owners throughout the Chippewa Valley.
Led by CPA Jesse Becker, our team helps clients look beyond simply filing a tax return. We work with clients throughout the year to understand their tax situation, plan for upcoming financial decisions, and prepare for changes involving retirement income, business income, investments, and other major life events.
Our areas of focus include individual tax preparation, retirement tax planning, Social Security taxation, required minimum distributions, Roth conversion planning, small business taxes, S-Corp guidance, quarterly estimated taxes, and year-round tax strategy.
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At Keystone Tax, our mission is to simplify the tax process for our clients. We understand that taxes can be complicated and stressful, which is why we are committed to providing reliable and accurate tax services. Our goal is to help our clients achieve their tax objectives while minimizing their tax liability today and in the future.
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We provide tax preparation services. We also offer consulting services to help our clients navigate complex tax issues. Our team of tax professionals has the knowledge and expertise needed to help our clients achieve their tax goals.
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We take a personalized approach to tax services, working closely with our clients to understand their unique needs and goals. We then develop a customized tax strategy tailored to their specific situation. Throughout the tax process, we keep our clients informed and provide ongoing support to ensure their compliance with tax laws and regulations.
Meet the Keystone Tax Team
Jesse Becker, CPA, MSA
President | Keystone Tax
Jesse Becker, CPA, MSA, is the President of Keystone Tax, an Eau Claire, Wisconsin tax preparation and tax planning firm serving clients throughout the Chippewa Valley. Jesse works with individuals, retirees, pre-retirees, and small business owners to help them better understand their taxes and make informed decisions throughout the year.
With a Master of Science in Accounting from Grand Valley State University and experience in public accounting, Jesse focuses on proactive tax planning in addition to tax return preparation. His areas of focus include retirement tax planning, Social Security taxation, required minimum distributions, Roth conversions, small business taxes, quarterly estimated payments, and other tax considerations that arise as a client’s financial situation changes.
Jesse believes tax planning should be personal, understandable, and forward-looking. Rather than focusing only on what happened last year, he works with clients to consider how today’s decisions may affect their future tax picture.
Raised in Osseo, Wisconsin, Jesse values the relationships that come with serving clients in Eau Claire and throughout the Chippewa Valley. Outside of work, he enjoys traveling and spending time outdoors with his wife, Hannah, and remains active in his local church and community.
Stefania Estimphil
Tax Associate | Keystone Tax
Stefania is a Tax Associate with Keystone Tax, assisting clients and the Keystone team with bookkeeping, tax preparation support, and other tax-related work. She is committed to accuracy, efficiency, and providing a dependable client experience.
Based in Chippewa Falls, Wisconsin, Stefania values faith, family, and community and brings that relationship-focused approach to her work with Keystone clients.
Who Keystone Tax Helps
Retirees & Pre-Retirees
Tax planning around retirement income, Social Security, RMDs, Roth conversions, capital gains, and other retirement tax decisions.
Small Business Owners
Tax preparation and planning for Schedule C businesses, LLCs, S-Corporations, quarterly estimated taxes, deductions, and business tax decisions.
Individuals & Families
Individual tax preparation and year-round guidance for changing income, investments, major purchases, home sales, and other tax events.
Local Tax Guidance for the Chippewa Valley
Keystone Tax is based in Eau Claire, Wisconsin, and serves clients throughout Eau Claire, Chippewa Falls, and the surrounding Chippewa Valley communities.
