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Individual Taxpayer

This is for individuals (Non-Business Owners) that would like a second opinion and complete review of their tax returns and to receive options to reduce taxes.

Our services extend beyond a one-time tax assessment.

We offer ongoing support that includes estimating taxes due and potential savings across multiple years. With our assistance, you can have a clear understanding of your tax obligations and identify opportunities for long-term tax optimization. Our team will provide continuous guidance and support to ensure that you are making informed decisions and maximizing your savings over time.

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Step 1: Review and read about us so you know who we are.

The process of reducing your taxes involves a few simple steps. To begin, it is important to familiarize yourself with our organization and our mission by visiting our website for more information. Additionally, we will provide you with any necessary documents or resources to assist you in conducting your due diligence effectively.

Step 3: We will send you a secure file by email so you can upload your tax returns.

Our team of tax reduction specialists, including CPAs and CFPs, will conduct a thorough review of your current tax returns. This meticulous process ensures that we have a comprehensive understanding of your financial situation, enabling us to provide tailored strategies for reducing your taxes effectively.

Step 5: Review and Assessment with a Q & A

We will thoroughly review and assess your existing strategies and recommendations to ensure their effectiveness in minimizing your taxes. Our experienced team will carefully evaluate each strategy, taking into account your specific financial circumstances and goals.

Step 2: After getting to know our Redwood Team

Once you have reached a point where you are satisfied and convinced of our advanced professionalism, we can proceed to schedule an appointment for a brief 20-minute consultation. During this consultation, we will be available to answer any questions you may have and provide further clarification on our services. It serves as an opportunity for us to ensure that you have all the necessary information before making any commitments.

Step 4: A Review of our Tax Reduction Strategies

With our continually updated database of over 400+ tax strategies, we are equipped to help you minimize your taxes effectively. Our team at RTS (Reduce Taxes Strategically) stays abreast of the latest developments in tax laws and regulations, ensuring that we provide you with the most up-to-date and relevant strategies.

Step 6: Implementation Tax Reduction Plans

Once you are prepared to proceed with the tax reduction process, we will schedule the next meeting to provide a detailed explanation of our methodology. We will walk you through our step-by-step approach and ensure that you have a clear understanding of how we will work towards minimizing your taxes.

Learn the Art of Tax Planning: Embrace Dedicated Support, Flourish in Friendly Community

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, he or she 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. 

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Tax Reduction Planning You Won't Find on MainStreet!
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Tax planning can be easy with the help of our professional team.

At Redwood Tax Specialists, 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

Personalized strategy for each client and their situation

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


© 2023 Cash Balance Advisors | Disclosures

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