JOE PIZZOLATO, Managing Director

Joe Pizzolato is a speaker and an educator. Joe has spent over 33 years in the financial services industry. He has partnered with Redwood Tax Specialists to help owners to grow their businesses utilizing comprehensive tax strategies and has helped numerus clients to reduce their taxes.

Joe’s expertise has led him to the podium on many occasions to speak at various tax, retirement and asset protection seminars and workshops.  In speaking at these events, Joe places great emphasis on tax savings, wealth accumulation, estate preservation, charitable giving along with retirement planning.

Joe takes pride in being able to cultivate long-term relationships with each of his clients. By committing to always place his clients’ needs, goals and desires first, Joe is able to lay the foundation down for trust which is essential before any professional recommendations can be made.  He has helped numerous individuals and companies meet their goals of tax reduction, wealth accumulation and preservation and wealth transfer to succeeding heirs. 

Today, Joe and his team of CPAs have saved wall street companies and small business owners over $1 billion dollars in taxes.  

Joe’s mission is to educate business owners and CPAs on the importance of tax planning. There is never a conflict of interest for CPAs to work with our existing CPAs because tax planning and tax preparation/accounting are simply two different professions, no different than an engineer and an architect designing a building. By the very nature of their profession, CPA firms that specialize in tax prep and accounting can’t specialize in high level tax design.