Jim has spent over 20 years in the Financial Industry and has gained access to some of the most advanced Tax Planning Strategies available in the United States.

HE IS PASSIONATE ABOUT HELPING CPA’S ADD HOLISTIC TAX PLANNING TO THEIR PRACTICE, BRINGING MASSIVE VALUE TO THEIR CLIENTS WHILE INCREASING THEIR MONTHLY RECURRING REVENUE.

Most likely, you’ve heard of a tax strategy, but you don’t know where to start, it might even make you nervous. Tax strategies have one objective, increase your client’s wealth.

REDWOOD TAX SPECIALISTS IS DEDICATED TO HELPING CPA’S IMPLEMENT ADVISORY SERVICES AND HAS BEEN DOING SO FOR 7 YEARS.