Supplemental Retirement Planning
September 11, 2021
Money Concepts – Compound Interest and Rule of 72
September 11, 2021
WHO MAY BENEFIT FROM OUR TAX DESIGNS?
- Employers who would like to accelerate their wealth beyond the 401(k).
- Family businesses employing from 0 to over 400 employees.
- Companies looking to attract and retain highly talented employees.
- Business owners interested in Risk Mitigation.
- Anyone expecting to pay more than $100,000 in personal income tax.
OUR EXPERIENCE
When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. 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.
With over 70,000 pages of tax code, no single CPA can master every strategy. However, with a team we do understand the complex tax codes that benefit most high income business owners and affluent families.
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.
Our prime objective, each and every day, is providing significant value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. We focus on helping our client and devote everything we have to reducing our client's tax bill. We’re not selling a financial product; we’re reducing taxes.
WORKING WITH THE TAX REDUCTION CPA®
Did you know that many business owners and individuals pay more tax than they have to each year? If you’re like most taxpayers, you too might be giving Uncle Sam an unnecessary tip.
Most people overpay because they don’t know how to leverage the complicated U.S. tax code. That’s why we have developed the Tax Reduction Strategies to help you maximize your savings—and make the complexity of the tax code work for you.
What is The Tax Reduction CPA®?
We want to ensure that we are a good fit for all of our clients. That is why our first step is to conduct a no-obligation summary overview of your finances to determine if we can reduce your tax burden enough to make it worth your time and money. There is no cost or obligation for the tax reduction assessment.
Our Tax Reduction Strategies lays out a personalized strategy for each client and their situation. It accounts for every dollar you will save in taxes, which helps clients see the significant financial benefits of working with Redwood Tax Specialists. In fact, we guarantee that you save more in taxes than you will pay for using our Tax Reduction Blueprint fee.
Why work with The Tax Reduction CPA®?
To put it bluntly, if you aren’t using The Tax Reduction CPATM, you're more than likely paying around 50% more than you have to. We find this to be true almost 100% of the time.
After our complimentary analysis of your finances, our team utilizes over 200 tax-saving methods to decrease your payments to the government. We will explore every possible savings option.
You can choose to continue to pay unnecessary money to Uncle Sam—or you can get started with completing a financial profile (it only takes 20 minutes) with the professional that sent you this brochure. There is absolutely no cost or obligation to receive our assessment.
Will I be Audited if I Use The Tax Reduction CPA®?
Our clients are sometimes concerned that using the Tax Reduction Strategies will increase their chances of being audited by the IRS. After all, won’t it look suspicious if your business suddenly owes thousands of dollars less in taxes? Decreasing your tax burden through legal methods will not increase your chances of an audit.
Plus, since we follow 100 percent of the tax laws 100 percent of the time, you don’t need to worry about scrutiny from the IRS. We want to save you money, but only through legal and ethical methods. In fact, since you will be working with a team of tax experts who know the ins and outs of our complex tax code, you are less likely to be audited while using the Tax Reduction Strategies.
Putting Your Money to Work
Many people mistakenly believe that resources like this are only for the ultra-rich and large, publicly-held companies. We are passionate about helping small companies and family businesses!
Nothing builds wealth faster for our clients than significantly reducing their taxes. It all begins with a few questions and 20 minutes of your time. We invite you to see for yourself.
OUR MISSION STATEMENT
Our mission is to substantially and legally reduce our client’s taxes. We always discover savings that others have missed. When our team designs a tax plan, they will provide several options so you can choose the plan that you’re most comfortable with. No matter how the tax or regulatory environment changes, we will continue to work with the most elite and credentialed experts in the United States.
