Your Tax Strategy Session Is
Officially Locked In
Hi, I’m Gretchen Roberts, CEO of Red Bike Advisors. You’ve just taken a real step toward defending your hard-earned wealth. Complete the two quick steps below to lock in your appointment time.
Confirm Your Call
Respond “YES” to the calendar invite we just sent you. If you don’t see it in your inbox, check your spam.
Prepare For Your Call
Check your inbox for a couple of quick resources we just sent over.
Then look through the FAQ below, it’ll help us dive straight into your custom tax strategy on the call.
What should I prepare or bring to this strategy session?
Short answer: absolutely nothing.
This initial call is a high-level diagnostic session to understand your current practice structure, revenue milestones, and frustrations. You do not need to hunt down tax returns or financial statements yet. If we mutually agree your practice is a fit for a full Tax Savings Blueprint, we will provide a secure, encrypted portal to gather documents later. Just show up ready to discuss your business goals.
How is Red Bike Advisors different from my current CPA?
Short answer: we are proactive strategists, not historical form-filers.
Most traditional CPAs act as historians. They look backward at what you already spent, fill out forms once a year, and tell you what you owe. We look forward. We treat tax planning like specialized medicine, running a complete financial MRI on your business to structurally change how you pay taxes before the year ends. We focus on wealth generation, cash flow optimization, and advanced tax strategy.
I already have a local CPA I like. Do I have to replace them?
Short answer: not necessarily, but most clients choose to.
We offer flexible partnerships. We can act as your elite, specialized outsourced tax strategy team, designing the Blueprint and handing the execution plans over to your current accountant. However, because advanced healthcare tax strategy requires precise execution, many practice owners eventually migrate their ongoing bookkeeping, advisory, and corporate filing to our team to make sure nothing is missed.
How does your 2x Savings Guarantee work?
Short answer: we take 100% of the financial risk off your shoulders.
We do not accept clients unless we are confident we can find significant tax leaks. If we run your financial MRI and build your custom Tax Savings Blueprint, we guarantee the identified legal tax savings will be worth at least double our fee, or we will refund you the difference. If we realize during our diagnostic process that we cannot help you save significant money, we will tell you upfront.
Do you handle the implementation, or do you just give advice?
Short answer: we guide and manage the execution so your plan actually works.
A strategy is only as good as its execution. We handle many core strategic moves directly in-house, coordinate others through a network of trusted specialty partners, and guide you directly through the specific actions you need to take as the owner. Across our client base, the time spent implementing a custom tax blueprint versus the money saved represents some of the highest dollar-per-hour work they do all year.
Red Bike Advisors provides strategic tax planning and consulting services. All tax strategies deployed are legal, compliant, and based on the Internal Revenue Code. Case studies shown represent specific client profiles and results; they are not a guarantee of individual outcomes. A full financial analysis is required to determine your practice’s exact savings potential.
