Wood CPA

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.

Individuals

Businesses

Estates/Trusts

Our Process

We love cultivating ongoing relationships with clients who share our values!

1

2

Send us requested information.

3

Have an in-depth meeting to discuss services, fees and the timeline for getting started.

4

Sign the proposal and get started!

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