A MORE PROACTIVE tax planning RELATIONSHIP
Individual Tax Planning & Preparation
income taxes are the largest lifetime expense for most americans... let's build a plan around it!
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how we work
Ongoing Guidance and Proactive Support
Just as your goals and personal financial situation are ever-changing, successful tax planning is an ongoing effort. At WealthPath, we provide proactive, year-round guidance through regular check-ins and responsive support, so you’re never left waiting for answers when it matters most.
Optimized Strategies That Drive Results
Most tax professionals solely focus on the current tax year. We optimize short-term savings with long-term strategies built around your long-term financial goal With clear next steps and actionable advice, we design strategies that keep you moving forward with confidence.
Clear Action Items With Measured Results
The best advice is often negated by lack of action. With clear action items and follow-ups, we make sure your plan is in place. And if you’re unsure if you want to move forward, we model your tax and financial position so you can take our advice with complete confidence.
through proactive planning, best-in-industry response times, and actionable advice – you will never worry about taxes again when you work with wealthpath cpa
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Pricing
Simply File
Seamless & Effortless Return Preparation
Most Clients Pay
$450 - $1,000
What’s Included ✅
Peace of mind that your return is complete and accurate.
One-on-one explanation of what your tax return means
A seamless and effortless experience from start to finish
Secure electronic storage of your tax returns, for whenever you need them.
Planning Plus
Clear and Actionable Tax Planning
Most Clients Pay
$1,500 - $2,500
What’s Included ✅
Everything included in the Simply File tier and…
Year-round tax support as life changes, with fast response times.
Easy to understand tax notice explanation, with action items of what to do next.
Complete year-round tax clarity with protection from underpayment penalties.
Strategy Elite
Optimized Tax Strategy
Most Clients Pay
$3,000 - $4,500
What’s Included ✅
Everything included in the Simply File and Planning Plus tiers and…
Tax reduction strategy implementation with a dollar value on every recommendation we make.
Complete resolution of tax notices and correspondence from all tax authorities
we offer clear, fixed pricing that is quoted ahead of time. you will never receive a surprise invoice when working with wealthpath cpa
who you will be working with
Andrew J. Redden, CPA
Tax Partner, WealthPath CPAs & Advisors
Andrew is the lead CPA and co-founder of WealthPath CPAs & Advisors. For more than a decade, he’s specialized in developing tax strategies that support the immediate and long-term goals of his clients. His passion is helping hardworking individuals and business owners cut through the complexity of taxes and accounting so they can focus on what matters most—building financial security, and enjoying life with confidence that their financial foundation is strong.
Outside of work, he enjoys spending time with his wife, Briana, and their two children, Melanie and Jackson. When he gets a break from #DadLife, you will find him on the golf course, or rooting on his favorite sports teams. He’s also proud to support youth athletics in our community as a registered PIAA sports official, where he gets the chance to contribute to the next generation of athletes.
what clients are saying about working with andrew
