It starts with a conversation with the Managing Director, James Washington, who will answer your questions and verify you are a good candidate for our services, Then he will need a brief summary of your assets to create a financial profile for you. Completing the initial profile takes about 20 minutes and provides Scott with a high level picture of your finances. It is then forwarded to Scott.
Once Scott receives your proﬁle, the planning begins. Within 7-10 days, he will design a personalized tax reduction plan, with a goal of legally slashing your tax bill by at least 50%.
He will then present the plan to you, and make any adjustments that are necessary for your personal situation. You get to decide whether or not you wish to implement the plan and whether you want to proceed with or without your current CPA.
With your approval, Scott and the back office team may recommend redirecting some of the tax savings into tax-protected investments, creating even more income for you in the process. This creates a powerful cycle of saving money and reinvesting it to exponentially grow your wealth.
© 2019 Redwood Tax Specialists - All Rights Reserved
James Washington, Managing Director, Redwood Tax Specialists
New Orleans, LA, Surrounding Areas and USA
There are fees associated with potential tax reduction solutions that are determined by size and level of plan complexity.