Jul '23 in General discussion
Reason why I joined Redwood Tax Specialists
I joined Redwood Tax Specialists (RTS) 4 years ago, after losing one of my business owner clients, because we couldn't provide holistic advanced tax reductions for his business.
In my first couple of months after joining RTS & calling CPAs, I placed my first case with our back office, a CPA that had 4 partners owning an IT staffing company, all four owners earning over $1,000,000 and paying $425k in personal taxes. The CPA decided to try out our PROCESS and back office to help reduce his clients taxes. Our specialists recommended that the four owners contribute $1,300,000 to a cash balance plan that reduced their taxes down to $210k each, and 90% of the contributions went to the four owners. 50% tax reduction!
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Reason why I joined Redwood Tax Specialists
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