Former Abrahamson Agency clients are now being served by our local team.
Your prior records remain safe and secure.
You do not need to take any action now.
We’re here for you when you need us.
Welcome to Keystone
What stays the same:
Your information stays private and secure
We maintain your prior-year history for continuity
The filing process will feel familiar and straightforward
What gets better:
A broader team to support you during busy season
Clear communication and year-round help when questions come up
Retirement-focused guidance (Social Security, RMDs, withholding, and more)
Diverse financial services
Meet Keystone
Diverse Financial Services
Tax Planning & Preparation
Wealth Management
Health Insurance
Legacy Planning
Meet Jesse Becker, CPA, MSA, Keystone President
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.
Planning Beyond Tax Season
Retirement brings new opportunities - and new tax considerations. From Social Security and pensions to RMDs and withholding, we help you make informed decisions today to avoid surprises tomorrow.
