We partner with clients by being a trusted advisor for accounting, tax, and consulting
We’re passionate about tax planning. In fact, it’s the foundation all our services are built on. At Wood CPA, we don’t want tax time to bring any surprises – on your end or ours. We don’t want you to pay a penny more than necessary, and we want you to know what you can expect. Accurate and timely bookkeeping is mandatory, and it’s the precursor to a solid tax planning strategy. With this in place, we can confidently offer you tax advice and prepare accurate tax returns. Because accurate financials are imperative, we require business clients to work with us for bookkeeping services, with a few exceptions.
Explore Our Services
Individuals
- Tax Planning: We map out your tax liability, review your big life-changes, and come up with a tax plan to keep you financially fit for the year.
- Tax Returns: We gather your tax information and then prepare and file your return for you. You'll know exactly what to expect for your balance due or refund.
- Consulting: We're available year-round to answer tax questions. Don't be afraid to ask us about those big financial decisions - we're in your corner!
Businesses
- Business Bookkeeping: We collaborate with you monthly to review your business bookkeeping, making sure everything is accurate and up to date.
- Business Advisory: We keep you compliant with any government requirements, making sure you never miss another deadline.
- Payroll/1099 Preparation: We take the stress out of business ownership by handling your employees' payroll paperwork for you.
Estates/Trusts
- Estate Planning: We work closely with your estate planning attorney to help navigate the unknowns and complexities of estates and trusts.
- Final Return for Decedent: In the event of a death, we help family members handle final personal tax returns and the estate until it is closed.
- Trust & Inheritance Reporting: Trusts have different structures and tax reporting requirements; we ensure this is all done properly.
How to Get Started with Wood CPA
1
Get on our calendar
Schedule a 15-minute discovery call with us below. After receiving a confirmation email, please provide any requested information so we can prepare for your call.
2
We get to know you
During your call, we’ll listen to your needs, explain what services can help you, and provide you with a clear timeline for getting started.
3
We propose
If you like what you hear, we’ll provide a proposal for you to sign and get started with us. The rest is easy – your finances are being handled by a CPA you can trust.
Testimonials
“Angie does a great job preparing my tax return in an organized and timely manner. She also helps keep me on track with quarterly payment reminders and projections, answering questions about deductions and other relevant tax and business-related financial queries. She is knowledgeable, proactive, and responsive. I highly recommend Angie for any of your business accounting needs!”
– Lynne Gambucci | Realtor
Associations & Memberships
