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San Mateo · Accounting & advisory

Keystone Advisors

Bookkeeping, taxes, and real business advice from a team that actually answers the phone. Book a consultation in about thirty seconds.

★★★★★  4.9 · 212 Google reviews
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Since 2012

The kind of firm that answers your questions in plain English, plans ahead instead of scrambling in April, and treats your books like they matter.

Step inside

Inside the office

Professional, calm, and easy to reach, in person or online.

Services

How we help

Starting prices. We quote flat fees up front, so you always know the cost before we begin, never a surprise invoice after.

Why clients stay

What you can count on

CPA-led, credentialed
A licensed CPA reviews the work, so your returns and your books are done right and stand up to scrutiny.
Clear, flat pricing
You get the fee up front and it doesn't change. No hourly meter, no surprise bill at the end.
Year-round, not just April
We plan ahead and pick up the phone in July, not only at the deadline. Advice when you actually need it.
Plain-English answers
We explain what things mean and what to do about them, without the jargon, so you can actually decide.
CPA-ledFlat-fee pricingYear-round supportRemote or in-personIndividuals & businessesFree first consult
The firm

Meet the team

David Okonkwo, CPA
Founder & CPA
Twenty years in tax and advisory. Known for straight answers and a plan you can actually follow.
Rachel Tan
Senior Accountant
Business returns and tax planning, and the one who finds the deductions others miss.
Miguel Santos
Bookkeeping & Payroll Lead
Keeps your books clean and your payroll on time, and answers the small questions fast.
Reputation

Trusted by locals

4.9
★★★★★
Based on 212 Google reviews
Read on Google →
★★★★★

"They found deductions my last accountant missed and explained everything without the jargon. Worth every penny."

Steph L.Google review
★★★★★

"Flat monthly fee, clean books, and they actually answer the phone. Running my business got a lot less stressful."

Omar D.Google review
★★★★★

"Handled a scary IRS letter for me start to finish. Calm, fast, and no surprise bill. I won't go anywhere else."

Nina R.Google review

On a live site, these are pulled from the business's real Google reviews, always the genuine ones.

Local Perk

A welcome deal

📑 Free first consult + a review of last year's return
Mention the website to get started.
Visit

Find us

Address400 S El Camino Real, Suite 500, San Mateo, CA 94402
Phone(650) 555-0148
HoursMon–Fri 9a–5p
Evenings by appointment in tax season
AreaSan Mateo & the Peninsula · Remote available
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Good to Know

Frequently asked

Are you taking new clients?

Yes. New individuals and businesses are welcome, and your first consultation is free so we can understand your situation before you commit to anything.

Can we work together remotely?

Absolutely. Many clients are fully remote, with a secure portal for documents and video calls. In-person in San Mateo is always an option too.

How does pricing work?

Flat fees, quoted up front. For ongoing bookkeeping and payroll it's a set monthly price, so there are no hourly surprises.

I'm behind on taxes. Can you help?

Yes, and you're not the first. We handle prior-year returns and IRS letters calmly and get you caught up, often reducing penalties.

Ask

Ask about Keystone

Ask and get an answer from the business's verified information, hours, services, and location.

What are your hours?How much is a tax return?Do you work remotely?
Built for how people search now

Found on Google, Maps, and AI

People don't just search Google anymore. They ask "who's a good accountant near me?" on Maps, and more and more on AI tools. A site built this way gives search engines and AI systems a clear, structured source of truth about the firm.

SEOLocal SEOAEOGEOGoogle & Maps
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