Robert Schmidt is an Enrolled Agent licensed by the IRS with 20+ years of tax and accounting experience. The past twelve years, he’s been a sole practitioner specializing in small businesses, investments, and CFO services. Prior to that, he was a non-commissioned officer in the U.S. Air Force working in logistics and retired as a Resource and Budgeting Manager. He spent nearly 10 years working with the IRS’s Volunteer Income Tax Assistance program helping military personnel with their taxes. Robert received a Master’s Degree in Financial Planning from Golden Gate University.
Redwood Team's Services and Specialties
The Redwood team ensures clients are in compliance with federal, state and local tax laws. They specialize in helping clients navigate through equity option decisions, cryptocurrency taxation and tax issues for expats. They create personalized tax plans to meet the client’s goals for life events and retirement.
1:1 Equity Tax Planning Session
Create a balanced plan when to exercise and/or sell stock options to minimize tax liability. Implement a strategic plan to maximize returns.
Annual tax return preparation for individuals, trusts, estates and business entities.
Provide year-round tax planning to put a strategic plan in place to optimize a client’s investment choices to help reduce tax liabilities.
Aim is to help Expats stay in compliance with tax laws and help navigate through all the tax benefits of working abroad.
Assist clients with crypto transaction reconciliation, tax calculation/reporting, and planning through the pains and joys in their crypto journey.
1:1 Equity tax planning session
Annual Tax Preparation
Starts at $650
Starts at $225/hour