Woods Financial Services LLC is here to simplify the financial affairs of individuals and small business clients. We provide a full range of tax planning, preparation & financial planning services for you and your family. We provide a full range of tax planning, preparation & accounting services for businesses of all sizes. I'm stealing this blog post title from a Washington Post column of the same name (behind a paywall): THE IRS IS A HOT MESS!
This probably isn't a surprise. The IRS has been teetering on the edge of mess status for a number of years. But the double whammy of.
This probably isn't a surprise. The IRS has been teetering on the edge of mess status for a number of years. But the double whammy of.
Services
Our philosophy at Woods Financial Services LLC is clients are entitled to professional, competent and responsive tax, accounting and financial planning services.
Our philosophy is to deliver professional, competent and responsive tax, accounting and financial planning.
The tax, accounting and financial planning needs of the client are the primary focus for every engagement.
Our goal is to make a personal connection with every client so that we can better understand those needs and deliver the appropriate level of service.
Our philosophy is to deliver professional, competent and responsive tax, accounting and financial planning.
The tax, accounting and financial planning needs of the client are the primary focus for every engagement.
Our goal is to make a personal connection with every client so that we can better understand those needs and deliver the appropriate level of service.
Our small but growing team of tax and financial professionals provides clients with the attention they need.
Emily joined Woods Financial Services, LLC full time in 2008 after raising her young daughters.
She manages business operations and accounting, tax preparation and technology services for clients.
As a QuickBooks ProAdvisor, Emily consults with clients to realize their goals in a logical, systematic way and to make client interactions easier and more efficient.
Born in Canada with parents from New Zealand and Germany, Emily spent much of her childhood traveling the globe to visit family and friends.
Emily joined Woods Financial Services, LLC full time in 2008 after raising her young daughters.
She manages business operations and accounting, tax preparation and technology services for clients.
As a QuickBooks ProAdvisor, Emily consults with clients to realize their goals in a logical, systematic way and to make client interactions easier and more efficient.
Born in Canada with parents from New Zealand and Germany, Emily spent much of her childhood traveling the globe to visit family and friends.
No one enjoys paying more income tax than they are required.
With proper planning, income taxes may often be significantly reduced.
Whether planning across multiple years, preparing for the sale of a rental property or considering retirement, the decisions you make will have a profound impact on your tax burden.
The key to proper tax planning is time, or more specifically, timing.
Too often, a client will come to us after a transaction has occurred and wonder what options they have to minimize taxes.
With proper planning, income taxes may often be significantly reduced.
Whether planning across multiple years, preparing for the sale of a rental property or considering retirement, the decisions you make will have a profound impact on your tax burden.
The key to proper tax planning is time, or more specifically, timing.
Too often, a client will come to us after a transaction has occurred and wonder what options they have to minimize taxes.
The basis for any sound financial decision should be a financial plan.
A well-executed plan will consider a client's assets, liabilities, goals, objectives and tolerances for risk.
This document need not be overwhelmingly complex, but should serve as the starting point in any clients' financial life.
Of course, the document should be fluid, as all of our lives change and evolve over time.
While we believe in the value of a comprehensive plan, sometimes that is more than is required.
If a client is saving for college costs or retirement, they may be focused on the variables and expectations of those items only.
A well-executed plan will consider a client's assets, liabilities, goals, objectives and tolerances for risk.
This document need not be overwhelmingly complex, but should serve as the starting point in any clients' financial life.
Of course, the document should be fluid, as all of our lives change and evolve over time.
While we believe in the value of a comprehensive plan, sometimes that is more than is required.
If a client is saving for college costs or retirement, they may be focused on the variables and expectations of those items only.
Accurate books and records allow business owners to forecast business growth, prepare required tax filings and identify operating inefficiencies so they can manage their businesses effectively.
Whether you need assistance choosing an accounting platform, customizing that platform to meet business needs or reviewing your data, we offer a full range of accounting services to provide the best option for our clients.
We have a QuickBooks ProAdvisor on staff who understands their product and service offerings.
Whether you need assistance choosing an accounting platform, customizing that platform to meet business needs or reviewing your data, we offer a full range of accounting services to provide the best option for our clients.
We have a QuickBooks ProAdvisor on staff who understands their product and service offerings.
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