Tax Plans & Proposals That Show Clients Your Value
* Redwood Contracted Managing Directors Only
Tax Reduction Opportunity Letter
A user-friendly software by Scott Fedyshyn, CPA, CFP, of Carolinas CPA Group. Enter key tax numbers for a personalized opportunity letter. The algorithm analyzes data, generating tailored recommendations for tax optimization. Secure, compliant, and easy to share with financial advisors.
Client Intake Forms
For each return we prepare, it is required to complete a new intake form annually. If you have multiple returns that we prepare for you, please submit an intake form for each return. This helps us ensure that we have the most up-to-date and accurate information to serve you better.