Financial AdvisorsTax Guidance in Redding, CA
From individual tax filing to complex trust returns, John Winn handles it all with the same care and attention he brings to every part of your financial life.
*The financial figures shown in these graphics are hypothetical examples and do not represent any specific situation. Your results may vary. Asset allocation cannot guarantee a profit or protect against loss.
Member FINRA / SIPC
Who We AreMore Than a Tax Preparer, a Tax Strategist.
Many people see their tax professional once a year, hand over a stack of documents, and hope for the best. At Winn Financial and Tax Services, we do things differently.
John Winn is both a financial advisor and a tax professional, which means your tax plan and your investment strategy are always working together. When a financial decision has tax consequences, our goal is to catch it before it costs you. When a tax situation creates a planning opportunity, we use it. That kind of coordination may not happen when your advisor and your tax preparer are two different people.
Individual Tax Preparation and Filing
Whether your return is straightforward or complicated, you deserve someone who takes the time to get it right. John works with individuals and families across Northern California whose tax situations go beyond a simple W-2. Retirement income, Social Security benefits, investment gains and losses, rental properties, and estate distributions all require careful attention. With 16 years of experience and approximately 440 returns filed every year, we strive to make sure nothing is missed and nothing is rushed.
What we handle
If you have been told your situation is too complicated, or if you have handled it yourself and are not sure it was done right, we are glad to take a look.
Business Tax Preparation
Running a business means your personal finances and your business finances are never truly separate. A decision that makes sense for the business can have real tax consequences for you personally, and vice versa. John works with a select number of small business owners and corporations throughout Northern California, preparing business tax returns with the same care he brings to every client relationship. With 16 years of experience, he sees the full picture so everything is coordinated with your overall financial plan.
What we handle
Because John handles both your business taxes and your personal finances, your two worlds are always in sync.
Trust Tax Services
Trust returns are a commonly mishandled area of taxation, and the consequences of getting them wrong can be significant for everyone involved. John has 16 years of experience preparing trust tax returns for clients navigating estate administration, inherited assets, family trusts, and charitable structures. If you are a trustee, a beneficiary, or an executor trying to make sense of what is owed and when, we can help you work through it clearly and correctly.
What we handle
Trust taxation is complicated. We handle it carefully, so the people you are responsible for are cared for.
Year-Round Tax Planning
Tax season is not a once-a-year event. The decisions you make in June, September, and December affect what you owe in April. John works with clients throughout the year to make sure tax strategy is part of every financial decision, not just a conversation that happens when the deadline is approaching. With 16 years of experience coordinating taxes and financial planning together, with the goal of catching opportunities and preventing surprises before they happen.
What we handle
This can be one of the clearest advantages of working with someone who handles both your finances and your taxes. The planning never stops.
How it WorksSimple to Get Started
Reach Out
Fill out our contact form or give us a call at (530) 319-3519. Mary will follow up promptly to schedule a convenient time for you to connect with John.
We Review Your Situation
John takes the time to understand your tax history, your current situation, and any complexities that need attention. No rushing, no assumptions.
We Handle It
From preparation and filing to year-round planning, we take care of the details and keep you informed. You will always know where things stand and what comes next.
Frequently Asked QuestionsAbout Tax Services
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John is both a financial advisor and a tax professional. That means your taxes are not prepared in isolation. They are part of a broader picture that includes your investments, your retirement plan, and your long-term financial goals. Many tax preparers do not have that context. We do.
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Yes. In fact, we specialize in them. If you have multiple income sources, trust distributions, a business, rental properties, or a situation that has stumped other preparers, we are well equipped to help.
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Generally, you will want to bring your prior year return, all W-2s and 1099s, records of any investment activity, documentation for any property income or sales, and any notices you have received from the IRS or Franchise Tax Board. If you are unsure what applies to your situation, just ask. We are happy to walk you through it.
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Yes. John has extensive experience with trust taxation, including revocable and irrevocable trusts, estate income tax returns, and fiduciary reporting. If you are administering an estate or serving as a trustee, we can help.
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Yes. We can help you get caught up, assess your situation, and work toward a clean resolution. It is more common than people think, and we handle it without judgment.
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Year-round planning is one of the most valuable things we offer. We work with clients throughout the year to make sure their tax situation is always being considered alongside their financial decisions. You do not have to wait until March to talk to us.
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We are based in Redding, CA and primarily serve clients in Redding, Anderson, Red Bluff, and Chico. We also work with clients throughout Northern California and can accommodate remote appointments when needed.
Let’s TalkReady to Get Your Taxes in Order?
Whether you are filing for the first time with us, working through a complicated situation, or looking for a tax professional who stays in your corner year-round, we are here to help.