Managing Directors needed!

The biggest strategic advantage we have at Redwood over other service providers out there is our ability to bring hundreds of strategies at once to any given client.

Scott Fedyshyn, CPA, CFP® Lead Strategic Tax Planner and Cofounder, Redwood Tax Specialists, LLC

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You don't have to be a heart surgeon to own a hospital. - Bill Hall

Hello and welcome! 

This is a done-for-you business model. It is a complete ecosystem where you wear only one hat and promote the tax professionals in your back office. Attracting CPAs is and has been our unique value proposition for many years. We’re unique because CPAs first see us as a tax reduction partner…not just an insurance agent.

Step One in Our Process.

Implement our marketing and drip mail process, then determine if this will be a holistic tax reduction, capital gain reduction, ERTC program (one hour training required), or a premium financing quote. The app to your immediate right will assist you in getting high-income business owners and affluent families motivated to meet with our tax reduction team.

You can be up and running with confidence in as little as 7 hours.

You can begin training mediately after coming onboard, and will have instant access to Ryan Herche’s calendar for your welcome call, as well as unlimited 1:1 strategy sessions and mentorship with Bill Hall.

Start with your self-assessment. Are you a good fit to partner with CBA? If you agree with the three statements below, you're most likely a great fit.

CPAs are the most trusted

We have one of the top CPA tax reduction groups in the country that are going to allow you to brand and partner with them.

CPAs are motivated to grow

CPAs are motivated to grow and be mentored by a CPA firm that has already exponentially grown their advisory services.

We first bring value to the CPA

By helping CPAs to growth their advisory business, they agree to share their highest net worth clients.

Work on your business as an entrepreneur

PRICING

INTRO

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$ 250 one-time fee
  • Strategy call with Bill Hall
  • 16 Reasons why CPAs Choose to do Business with Redwood PDF
  • How to Avoid Capital Gains Tax PDF
  • Tax-exempt trust software to share with CPA prospects along with innovative and ongoing content that motivates CPAs to share their wealthiest business owners and affluent families

ADVANCED

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$ 297 /Mo + $500 one-time license fee
  • Includes everything in INTRO
  • Accelerator Academy: A complete course with live support on how to attract CPAs with their biggest clients
  • CPA attraction website
  • Affluent attraction website
  • Tax design app
  • Multiple mentorship calls per week and private Facebook mastermind
  • Reprint rights for Fortune magazine
  • Personal case tracking portal
  • Licensing agreement to the Redwood Tax Specialists brand
  • Unlimited case design and support from the specialists in the Redwood back office
  • Unlimited cell phone access to Bill Hall
Most Popular

PREMIUM

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$ 16,640 one-time fee
  • Includes everything in INTRO and ADVANCED
  • 45 guaranteed CPA leads
  • 1-year subscription to Keap Pro​
  • Monthly subscription fee waived for life
  • Advanced three email drip campaign with one-click action button
  • Proprietary ERTC platform
  • Real-time capital gains planning software

Includes secure file sharing

Redwood's back office uses the 256-bit encryption of Citrix ShareFile to securely transfer case files.