OUR STRATEGIES ARE UNLIKE THOSE OFFERED ANYWHERE ELSE IN THE FINANCIAL INDUSTRY - WE OFFER A NO OBLIGATION FREE ASSESSMENT SO YOU CAN PUT OUR CLAIM TO THE TEST! We are a professional team that includes experts from across the board to offer the most comprehensive approach to cutting taxes. Each person on our team brings a unique perspective from a different part of the financial or legal industries. We combine our strengths to find every possible deduction for our clients.
Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce their client's taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions.
We know the ins and outs of the IRS rules governing every strategy and plan that we handle. A surprising number of other financial firms lack this knowledge, but we work with these plans every day. We even have our own unique defined benefit plan, approved by the IRS, that we use to help business owners write off up to $2.9 million per year.
Our prime objective, each and every day, is providing value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. When we focus on helping the client and devote everything we have to reducing that client’s tax bill, they can’t wait to keep coming back to us. We’re not selling a product; we’re providing value. And that makes all the difference.
Those most likely to benefit from our services include:
BECAUSE WE ONLY PREPARE TAX RETURNS, BOOKKEEPING, ACCOUNTING, PAYROLL BY REQUEST - THERE IS NO CONFLICT OF INTEREST FOR US TO WORK CLOSELY WITH YOUR CURRENT CPA OR TAX ATTORNEY
"We reduce taxes by 50% almost 100% of the time."
Steven Crawford, Managing Director, Redwood Tax Specialists Huntersville, NC and Surrounding Areas
This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice.