Tax Planning

Dear friends, clients, and associates:

As you may know, I’ve entered into an exciting new partnership with Redwood Tax Specialists.  It’s a national company that helps business owners develop custom tax reduction plans.  Our plans are holistic and take a client’s entire financial situation into account. There is an essential difference between tax preparation or bookkeeping and tax planning.  Tax return prep and/or bookkeeping focuses on documenting past data.  Tax planning, on the other hand, creates strategies to reduce taxes for years to come. In other words, working with us doesn’t mean you stop using your current CPA or accountant.  Instead, we work together to strategically reduce future taxes.  Think of the current CPA as the engineer, and Redwood Tax Specialists as the architect.  We do the design work, and they’re the ones executing and documenting every year. The tax code is remarkably complicated, and even an outstanding CPA can’t be an expert in the entire thing.  We rely on a robust team of proven experts (with a variety of specializations) to make every legal deduction possible.  We cut our clients’ tax burdens in half almost 100% of the time. Please get in touch with me at or 304-250-0250 if you know of any business owners we could help, or pass them my contact information.  I’m looking forward to saving hard-working business owners thousands of dollars in taxes every year. Thank You, Bill Kinder, CLU Chartered Financial Consultant