Our Services
Grow Your Business, and Your Life, With Confidence.
Why Choose Wood CPA?
Whether you’re running a business, managing your personal taxes, or navigating something more complex, one thing tends to be true: many people don’t feel as confident about their finances as they’d like to.
Maybe you’re wondering if you’re missing out on write-offs, unsure whether your books actually reflect reality, or dreading tax season because you never quite know what’s coming. That uncertainty is common.
But with a strategic CPA in your corner, it doesn’t have to be.
At Wood CPA, we work with health & wellness business owners, individuals, and families with estate and trust needs — and across all of them, our goal is the same: replace the financial uncertainty with clarity, and the tax season anxiety with confidence. Year-round.
Tax Planning Services
Know what's ahead so you can move forward confidently.
Tax planning is the foundation of all that we do. As your trusted CPA, we provide multi-state tax planning and preparation services for individuals, corporations, partnerships, trusts, estates, and nonprofits. With proper tax planning, you can look forward to never feeling that fear of the unknown again.
At the core of our strategy are two goals: minimizing your tax burden and keeping you fully compliant. Whether you’re a business owner making decisions about hiring and purchasing equipment, or an individual navigating a new job, move, or major life event, we work closely with you to ensure your tax strategy considers your unique situation.
As the only CPA firm in Minnesota that specializes in serving health and wellness businesses, business owners who need help with tax planning can feel confident in the knowledge that not only do we understand your industry, but we’re just as passionate about it as you are. We know how to plan for the ups and downs of your unique business, and can help you meet your goals faster.
This Service is For You If
- You want predictable tax bills instead of unwelcome surprises
- Your financial situation is evolving and you need a CPA who plans ahead with you
- You want to stop wondering whether you're leaving money on the table
Tax Preparation & Filing Services
Thorough, accurate, and done right — every time.
Tax time doesn’t have to be stressful. With Wood CPA in your corner, it can be straightforward and, yes, even easy. Our tax preparation services make the process as clear and uncomplicated as possible from start to finish, for individuals and business owners alike. You’ll know exactly what we need from you, when we need it, and what to expect after tax filing.
In order to help health & wellness business owners stay compliant with the IRS, we stay current on tax law changes so you don’t have to. Our job is to make sure you’re getting every write-off you’re entitled to, staying fully compliant, and never paying more than you should.
This Service is For You If
- You're done guessing whether you did it right
- You want a thorough, experienced CPA handling your filing
- You want the peace of mind that comes from knowing it was done correctly
Bookkeeping Services
Clean books + Clear picture = Confident business decisions.
Most people understand that accurate, up-to-date financials are a necessity for staying in compliance. But that’s only half of the story. The other major benefit of accurate financials is having a real-time understanding of where your business stands. When your records are disorganized or behind, everything else gets harder: tax preparation, making smart business decisions, and maintaining peace of mind.
As a trusted health & wellness business accountant, our expert CPAs specialize in keeping your business’s books organized, reconciled, and ready for tax time. If you’re a health and wellness business owner who wants financial records that actually support your strategy, you can count on Wood CPA to make sure the numbers you’re looking at are numbers you can trust.
This Service is For You If
- Your books are behind, inconsistent, or unclear
- You're not confident in the numbers you're looking at
- You want records that are accurate, organized, and stress-free come tax time
Sales Tax & Provider Tax Services
One less thing to figure out on your own.
Sales tax and provider tax rules are easy to get wrong, and for many business owners, they aren’t top of mind until a notice shows up. We make sure you understand exactly what you owe, when you owe it, and how to stay compliant going forward.
As the only CPA firm in Minnesota that specializes in serving health and wellness businesses, we know which providers are subject to provider tax and how Minnesota’s sales tax rules apply to your specific services, so you’re never left to figure it out on your own.
This Service is For You If
- You're not sure whether your services are subject to Minnesota sales tax or provider tax
- You've received a notice and don't know how to respond
- You want your filings handled accurately and on time, every period
Business Advisory Services
More than a tax preparer, Wood CPA is a year-round financial partner you can rely on.
“Can I afford to buy that equipment?”
“Should I bring on a contractor or hire W-2?”
“What will my cash needs look like next quarter?”
If those kinds of questions are keeping you up at night, Wood CPA can help. We provide Business Advisory services that go beyond the numbers: throughout the year, we work alongside you to help you understand your cash flow needs, plan for your business’s growth, and help you make key financial decisions with confidence.
Think of us as your outsourced CFO: the strategic voice in your corner who knows your business and your goals, and how to make the tax system work for you, not against you.
This Service is For You If
- You want more than a once-a-year relationship with your CPA
- You're making decisions that have real financial consequences and need informed guidance
- You're building something and want a financial partner who's building it with you
Estate & Trust Tax Services
Expert, compassionate guidance through one of life's toughest moments.
Loss is a pain that every person faces at some point, but with Wood CPA, you don’t have to face it alone. Our goal is to make this challenging moment less so by helping families navigate the financial and tax burdens that often follow loss.
We walk alongside families through every step of the estate and trust process with patience, clear communication, and the expertise to make sure everything is taken care of and no stone is left unturned. That includes:
- 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.
This Service is For You If
- You're an executor or trustee navigating estate tax requirements
- You're a family member trying to understand what comes next
- You need a CPA who's done this before and will explain it clearly along the way
Get Clear About Your Finances and Talk to the Experts
We're here to help. Book a call with us today.
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