Tax Planning & Services

Smart Tax Planning. Beyond the Numbers.

At REDW, we manage your entire tax picture under one roof. Seamless communication, tailored guidance, and proactive year-round support. Maximize savings, minimize surprises and keep your tax goals on track.

Let’s Get Started

Take the next step towards meeting your financial goals with an REDW advisor.

Recognized for Excellence by Our Industry and Our People

Why Clients Count on REDW for Tax Planning

Beyond
Compliance.
Strategic Insight.

We work with clients year-round to reduce risk, identify tax-efficient opportunities, and ensure your long-term tax strategy is forward-looking and optimized. Our guidance is year-round,

70+ Years of
Specialized
Experience

No tax situation is too complex. We bring deep expertise to multistate corporations, complex estate structures, nonprofits, professional services, entrepreneurs and more.

All Your Tax
Needs. One
Trusted Team.

We help you streamline financial processes, uncover credits and incentives, and design tax strategies that support long-term goals.

Let’s Get Started

Take the next step towards meeting your financial goals with an REDW advisor.

Empowered Tax Solutions

Tax Planning, Compliance & Consulting
State and Local Tax (SALT)
IRS Representation
Reverse Audit Services
Wealth, Estate Tax & Asset Protection
Business & Succession Planning

Have a Unique Challenge?

We excel at solving even the most complex, multi-disciplinary tax situations and draw from expert advisors across the firm to create custom, integrated business solutions.

Let’s Talk!

It’s Not Just About the Return.
It’s About the Process and Partnership.

"We see every one of our fans as individuals, having built our fan base one handshake at a time. REDW is truly a partner with New Mexico United, and has been since the founding of the team in 2018. There is no way we could have had the success we have without REDW’s help and advice along the way. We have a great deal of comfort and peace of mind, and confidence that our accounting and taxes have been done correctly and with integrity."

– Ron Patel, President, New Mexico United

"Working with one firm simplifies everything—I make one call and get access to a team that understands my entire business. At the same time, I have the depth of expertise needed to navigate complex challenges."