Is your reactive CPA leaving you in the dark?
Get a CPA that’s focused on proactive tax planning, to leave tax surprises behind and tap into the savings that you’ve been missing.
How Proactive Tax Planning Is Different From Your Current Approach
Most tax advisors meet with their clients once per year, prepare their annual tax return without any explanation, and are unresponsive in between. We schedule touchpoints throughout the year to adjust your strategy as life, business, and your tax situation change.
Detailed Tax Planning Adjusted During the Year
We build a detailed tax plan and adjust during the year as your life, business, and financial situation changes.
Mid-Year and Year End Tax Projections
We prepare tax projections during the year to identify opportunities and risks before the end of the year locks them in.
Thorough Discussion Throughout The Process
From initial planning to tax return results, we explain everything so you’re not left in the dark.
Who Is a Good Fit For Our Approach?
Highly Compensated Employees
Most tax advisors suggest that tax on W-2 income is impossible to plan around. While that is sometimes true, our proactive approach identifies opportunities early when you still have time to act on them. Whether you receive variable compensation in the form of commissions and bonuses, or receive equity compensation such as RSUs, NQSOs, or ISOs, you will benefit from our approach.
Retirees and Pre-Retirees
Regardless of how you earned income during your working years, retirement shifts your tax planning approach. During your working years, your strategy involved two approaches: defer income and expedite expenses. When you transition to retirement, that approach shifts to strategically timing your income in the most tax-efficient manner possible.
Real Estate Investors & Business Owners
While self-employment and real estate investing can be very lucrative, the tax considerations of these ventures can be complex. From identifying how much of your profits to set aside for taxes, to strategically timing income and deductions, our proactive approach eliminates the stress that taxes cause in your operations.
Meet Andrew J. Redden, CPA
Founding Partner & Lead CPA
Andrew is a CPA, real estate investor, and founding partner of WealthPath CPAs & Advisors. After working with many firms, large and small, Andrew noticed one unfortunate similarity: tax advisory had become reactive, and opportunities were missed as a result.
As an entrepreneur himself, Andrew faced the same challenges that many of our clients do and built WealthPath on the belief that tax planning can provide significant value to individuals in similar situations as his own.
Since founding WealthPath, Andrew has helped clients reduce stress surrounding unexpected tax bills in April, understand the complexities our their tax situations, and, of course, build tax strategies that result in meaningful tax savings year-over-year.
what clients are saying about working with andrew
Common Questions
I Already Have A CPA, How Is This Different?
Most CPAs don’t provide proactive tax planning and advice. They contact you once a year in January, collect your tax documents, prepare your tax return, and ask for your signature without much additional explanation. While we do prepare your income tax return, that is the end result of year-round tax planning.
Will You Prepare And File My Tax Return?
Yes! While we specialize in proactive tax planning, we want to ensure the planning work we performed is properly reported so all tax planning packages also include tax preparation.
While we find that we can provide significantly more value through our proactive approach, we also realize that it’s not for everyone. We do offer one-off preparation engagements for those who aren’t looking for year-round advice, and are only looking to have their return prepared.
Do You Have A Physical Office, Or Is This A Virtual Service?
To allow us to work with and help clients from across the country, we have built a secure, fully-virtual delivery process. From industry-leading video conferencing solutions, to a fully-encrypted client portal featuring online and mobile app access, our process makes it simple to work with us wherever you live or are currently traveling to.
On top of this, we offer the same white glove service as we do with our advice delivery. If you don’t feel confident with technology, we will walk-through our process together from start to finish, to make sure you are comfortable using our system.
Book a Free Tax Strategy Call
Complete this form to schedule a 1-on-1 strategy call to see what your tax advisor might be missing.