Tax Preparation...comfort and convenience
As an additional service for plan or investment clients, Redwood prepares individual and trust income tax returns.
Because Redwood is intimately involved with a client's financial situation, preparing their tax return is a natural.
Benefits to the client include:
• Competence -
Redwood has three CPAs on staff ready to prepare clients' taxes
• Convenience -
Tax return meetings can fit right into regularly scheduled
plan or investment meetings, thus saving the client
time.
• Comfort -
Clients can feel comfortable that their taxes are being properly pepared
to Redwood's personal knowledge
with it's clients' financial situation.
• Cost
effectiveness -
Clients save money versus CPA firms due to
cost synergies. Redwood can use its existing database
on a client's invesetments and plan to save time
gathering data.