704-689-9196

PRICING

Let us help you invest in yourself.

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
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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

We are life insurance agents just like you.

We have contracted with some of the best tax reduction specialists in the United States.