Your Trusted Advisor
At Redwood Crescent, we deliver expert tax services with personalized attention. Our team specializes in handling complex tax matters, proactive planning, and uncovering opportunities for our clients. We’re committed to helping you achieve your financial goals and long-term success.
Our CPA services are tailored for businesses and their owners, offering comprehensive financial planning, strategic tax solutions, estate and wealth transfer planning, and expert guidance for business and succession.
All About Us
We believe in building trust through expertise and personalized service. Our firm is led by a seasoned CPA with over 11 years of experience serving high-net-worth individuals, family-owned businesses, and fiduciary clients.
Experience Highlights:
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11+ Years of Expertise in tax and financial planning
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6 Years in Public Accounting working with partnerships, S corporations, trusts, estates, and individual returns
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5 Years in a Family Office preparing and reviewing 1040s, 1041s, 1120s, 1065s, 709s, and 706s, and providing trust, estate, and gift planning
Our Approach:
We’ve built long-term relationships across generations and take pride in delivering consistent, thoughtful service. Every client receives tailored solutions designed to simplify complex financial challenges.