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Financial Advisors

Beyond Tax Assessment: Discover the Cutting Edge Savings Potential with Redwood Tax Specialists. Accountant will lean in once they realize you actually are able to deliver real value for their clients and prospects.

Our Mission:

Our overarching mission is to empower our Managing Directors by offering them a distinctive competitive advantage through a diverse array of opportunities, specifically tailored to elevate their sales achievements. We are unswervingly dedicated to cultivating an environment that fosters attainable success, one that doesn't hinge solely on extravagant financial outlays. By implementing well-thought-out strategic initiatives and delivering unwavering support, our central goal is to furnish our Managing Directors with the indispensable tools and abundant resources essential for the efficient closure of a higher volume of sales, thereby facilitating substantial and sustainable growth. We are committed to tirelessly harnessing all conceivable resources to continually enhance our "done for you" and turn-key business system for the benefit of our Managing Directors.

"You don't have to be a heart surgeon to own a hospital"

Capture Prospects with 7 Questions
Our Professional Team Reviews
Tax Reduction Plans Are Drafted in Days
A Collaboration Meeting is Set
You will also have the option to become a Coach and build your own team (that we manage):

Empowering Financial & Tax Professionals to Excel


Tax Payers are tired of their CPAs telling them how much they owe in taxes without being able to offer tangible ways to save them money - That can all change with you.

It's time we help accountants to take your tax services to the next level. With the help of our highly credentialed and professional back-office tax reduction specialists, you can deliver substantial tax savings to help CPA's to include advisory services for their clients. Then ultimately  increasing your profitability. Contact us today!

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By promoting our professionals as tax reduction specialists, you can assure clients that they are working with experts who are dedicated to finding legitimate ways to minimize their tax burdens. This focus on delivering tangible savings and financial advantages will help strengthen client relationships, build trust, and demonstrate the value of your services as a Redwood Managing Director. Product follow Value... Your personal My Tax Design app leads to larger sales.

My Tax Design

To accelerate your game plan and assessment, begin by clearly defining your objectives. Determine whether your focus is on revenue growth, operational efficiency, market expansion, or customer satisfaction. Setting precise and measurable goals will serve as a compass for your strategy.

Next, conduct a comprehensive SWOT analysis. Evaluate your business's strengths, weaknesses, opportunities, and threats. Analyze your internal resources, competencies, and limitations. Assess the competitive landscape, market trends, and potential risks that could impact your business. This analysis will enable you to identify areas for improvement and pinpoint opportunities to capitalize on.

Accelerate Your Game Plan Assessment & SWOT

Collaborating with other members is essential for leveraging diverse perspectives, sharing expertise, and achieving collective success. Effective collaboration requires building trust, fostering open communication, and creating an environment where every team member feels valued and heard. 

Collaborate With Other Members will Prove to Be Invaluable

Not only your back-office coaching team will help you excel your new game plan, but you will have a whole community that meets as often as you want. Our members care about your success.

Redwood Member Are Never lost. It's a one step at a time process

Accountants are not in the advisory business, but most want to be, but they don't have the time of the confidence to include advisory services into their practice - At Redwood, that all changes.

Tax Strategies and the Myth

There is absolutely no need to ask CPAs for referrals or waste time on face to meetings, or sending brochures - you will learn our simple 7 steps that will have accountant giving you their best clients within two short phone calls.

Let Us Show You Our Process
Learn Tax Strategies With Redwood's Support and Community

With our cutting-edge tools and expertise, we quickly identify and calculate a wide array of tax reduction strategies tailored to your clients' specific circumstances.

By leveraging our extensive knowledge, we analyze the intricacies of the tax code to find opportunities that go beyond basic deductions and exemptions. Our approach encompasses advanced techniques that can lead to substantial savings.

Mastermind
Community
Done for you business model
Becoming a Coach will explode your $$