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Tax Planning Software for Tax Advisors

Our tax planning software is the first of its kind to offer multi-entity planning, with strategies at the federal and state level to help save your clients money. Whether you’re an accountant, financial advisor or tax attorney, the RTS platform is your comprehensive solution to help you do tax planning right.

Our team of tax planning experts has
scoured the tax code for the most common and effective tax planning strategies for:
  • Maximizing deductions 

  • Legal entity structures 

  • Retirement planning 

  • Insurance and asset protection

  • Tax Cuts and Jobs Act (TCJA) 

  • Families First Coronavirus Response Act (FFCRA)

  • Coronavirus Aid, Relief, and Economic Security Act (CARES)

  • Niche-specific strategies 

  • Advanced strategies 

  • International asset and gift freeze

  • Tax-advantaged wealth management

  • Exit and capital gains 

  • Current law vs. proposed tax policy

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​Our team is here to give you the confidence you need to make tax reduction planning decisions at no risk to you.

At Redwood, our dedicated Tax Reduction team utilizes cutting-edge technology to conduct thorough research and develop customized solutions tailored to your unique business objectives.

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Rest assured that you won't be overpaying taxes, as we strive to keep them as low as legally possible. While many claim to be the best tax reduction specialists, we are confident in our ability to prove it within a span of 10 days.

Our streamlined process requires just 7 simple questions, enabling you to witness firsthand why countless business owners and their accountants across the nation trust us to minimize their tax burdens within a stress-free environment.

Tax Preparation vs. Tax Reduction examples:
  • Bookkeeping 

  • Tax Return Prep.

  • Payroll services

  • Quarterly tax payments

  • Tax preparation

  • General Accounting

  • 401(k)/IRA exit strategy

  • Capital Gains Reduction

  • Roth Conversion Tax Planning

  • Roth Conversion Alternative Planning

  • Trust Planning

Tax Reduction Specialist
You Won"t Find on Main Street

Why Work with Both Your Accountant and a Tax Reduction Team: Discover the Importance in 7-10 Business Days.

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© 2023 Cash Balance Advisors | Disclosures

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