A MORE PROACTIVE TAX PLANNING RELATIONSHIP
Your Local cranberry township cPA
Learn How Proactive Tax Planning Leads to Meaningful Tax Savings That Support Your Long-Term Financial and Business Goals
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Core Service Offerings
Individual Tax Planning & Preparation
We go beyond filing returns with proactive strategies that optimize current and long-term tax savings. With WealthPath, tax planning becomes a key part of your overall wealth-building plan, not just an annual filing.
Business Tax Planning & Compliance
We help business owners navigate complex tax rules with strategies that go beyond basic compliance. By aligning tax planning with your broader business goals, we position your business for sustainable financial success.
Outsourced Accounting & Advisory
Our outsourced accounting solutions deliver accurate books, timely insights, and strategic guidance to help you run your business with confidence. Our solutions turn your financial data into clear, actionable information.
As your holistic tax and business advisor, WealthPath CPA provides comprehensive solutions that meet your unique needs.
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What Is WealthPath
The WealthPath Tax Advisory System provides a proactive, year-round strategy for protecting your income, reducing tax surprises, and making major financial decisions, without worrying about the tax impact.
It helps eliminate the “April Surprise” tax bill and gives you clear, actionable steps to keep more of what you earn while aligning your tax strategy with your long-term goals.
Without the stress of a reactive, non-responsive CPA – without wondering if you’re missing opportunities – without waiting until tax season to find out what should have been done months ago.
Because let’s face it — although income taxes are the biggest expense of your life, most people don’t have a tax plan. They think about taxes once a year and expect the results to change. But every year you stress about what your tax bill will be, or receive a large refund that would have been far more meaningful throughout the year. And even if you are happy with the results of your tax return, how do you know if you’re taking advantage of all the tax benefits that are available to you?
That’s the problem with traditional tax advisory. Taxes are not a once-a-year event. Your income, your business, your investments, your retirement plan, and your life are all changing throughout the year – and every one of those changes can create tax consequences or planning opportunities.
The WealthPath Tax Advisory System provides tax support for everything life throws your way. We show you how to make the best decisions for your unique situation with total confidence.
Here's what you get with WealthPath CPAs & Advisors:
Proactive Tax Planning: We don’t wait until tax season to tell you what happened. We help you plan ahead, identify opportunities early, and make tax-smart decisions before the year is over.
No-Surprise Tax Projections: Know where you stand before filing season begins. We use actual data throughout the year to help prevent unexpected tax bills and give you clarity before decisions become permanent.
1-on-1 Advisory Relationship: You work directly with a CPA that understands your goals, your concerns, and your full financial picture, not a rotating cast of preparers who only show up in April.
Quantified Recommendations: We don’t just tell you what to consider. We put numbers behind our advice so you can clearly understand the potential tax savings, cash flow impact, and long-term value of each recommendation.
Long-Term Tax Strategy: Your tax plan should support where you’re going, not just report where you’ve been. We build strategies around retirement, business growth, family goals, investment activity, and major life transitions.
Business Accounting Advisory: For business owners, we turn your books into insight. Accurate financials, cash flow clarity, budgeting, forecasting, and KPI tracking help you make better decisions and operate with confidence.
Responsive Year-Round Support: No more feeling ignored until deadlines approach. Our clients receive timely communication and ongoing support, often the same day.
A True Financial Partnership: WealthPath is built for those who want more than compliance. We provide the guidance, structure, and strategy to help you stop reacting to tax season, and start making confident decisions all year long.
Put a Face to the name
Andrew J. Redden, CPA
Tax Partner, WealthPath CPAs & Advisors
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