About Us
Your Full Service Advisory Firm
Our Mission
We provide you with trustworthy tax advisory and preparation services so you can focus on doing what you love.
Our Values
At Wood CPA, our mission is to be the financial partner our clients can actually count on — one who understands their goals, communicates clearly, and brings proactive strategy to every stage of their financial lives, from everyday tax planning to the most complex estate matters.
Proactiveness
A CPA who only calls at tax time isn't really a partner. We stay ahead of your situation throughout the year, communicating with you, planning for what's next, and making sure you always feel informed.
Clarity
We believe our job isn't just to do the work, it's to make sure you understand it. We communicate in plain language, explain what matters and why, and make sure you leave every conversation more informed than when you arrived.
Responsiveness
Financial questions don't always wait for a convenient moment. We prioritize responsiveness because we understand that timely answers affect real decisions. When you reach out, you'll hear back from us.
Accountability
We take ownership of our work, our deadlines, and our commitments. If something isn't right, we'll say so and fix it. Our clients trust us with significant responsibilities, and we treat that trust as something to be earned consistently.
Compassion
Behind every return, trust document, or set of financials is a real person with real stakes. Whether you're navigating a loss, building a business, or planning for your family's future, we bring genuine care to every client relationship.
Professionalism
From the first conversation to the final filing, we hold ourselves to a high standard of professionalism. That means accurate work, clear communication, respectful interactions, and a client experience that reflects the seriousness with which we approach this work.
A Word From Angie Wood, CPA
Let us put the puzzle together so you can enjoy the full picture.
Puzzles are the reason I’m in accounting today. Let me explain.
Growing up in a small town in northwestern Minnesota, my dad and I spent long winter days putting puzzles together. Then, during my senior year of high school, my social studies teacher taught our class how to fill out a 1040EZ (which doesn’t even exist anymore) so we could do our own taxes. I realized how similar filing taxes is to solving a jigsaw puzzle, and I was hooked.
I pursued my accounting degree at Concordia College, becoming a proud Cobber while learning just how complicated tax preparation really is. To me, preparing a tax return is like seeing a 10,000-piece puzzle through to completion — and yes, the U.S. Tax Code really is tens of thousands of pages long. Not everyone has the time (or desire) to read through that, which is exactly why my clients can lean on me instead.
As I’ve gotten older, I’ve become more aware of how much our activity levels, nutrition, and social connections affect how we age. I’m right in the middle of that shift myself — my 40s have brought changes to my body, mind, and energy I didn’t see coming. My kids keep me on my toes with everything from competitive dance and fast-pitch softball to volleyball, tennis, baseball, and football, and I want the energy to keep up with them and with a growing business.
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When I started Wood CPA, I read Simon Sinek’s Start With Why, which pushed me to get clear on my own reasons: building a workplace I’m proud of, working with clients who genuinely value what I do, and staying healthy enough to be there for my family. I’ve watched my own parents miss out on my kids’ games, recitals, and milestones because their health wouldn’t allow it, and I don’t want that for myself someday with my grandchildren. That’s the real reason I’m so drawn to working with health and wellness business owners, as well as individuals and families planning their estates — it’s all part of the same goal: building a life, and a legacy, you actually get to be present for.
My clients choose to work with me because they can connect with me. I’m a good listener, and they leave our meetings knowing I genuinely care about them. I also love hosting “Lunch & Learns” — educational sessions where I get to build personal connections with clients while covering the tax laws that actually matter to their lives and businesses.
On the personal front, my husband and I have four kids and a dog, and we love our full, busy life. He’s endlessly supportive, and I couldn’t do this without him. In my free time, I enjoy cooking, baking, and traveling. I’ve also gotten into running, signing up for races almost every month — everything from 5Ks to 10-milers (I did a half marathon once, but probably won’t make that mistake again).
If you’re interested in chatting about a potential partnership, book a time on my calendar for a quick introductory call. I can’t wait to meet you.