Our Services:
Woods and Associates offer services to clients in two main areas: Tax and Outsourced Accounting Services. In addition, Brian Woods, CPA, CFP. offers additional Financial Planning services through affiliation with LPL Financial. For many clients we provide services in all three categories:
As the IRS Tax Code and the various state taxing authorities continue to get more complicated and burdensome, the need for professional advice becomes increasingly important. Whether it be advanced tax planning, dealing with the alternative minimum tax (AMT) or simply keeping in compliance with the myriad of personal and business tax filing deadlines, we are here to assist you and make the tax filing requirements as pain free as possible.
Outsourced Accounting Services
Maintaining timely and accurate accounting records is critical to any small business. Without accurate books & records it is difficult to forecast business growth, prepare required tax filings, or identify operating inefficiencies in a manner that allows owners to manage their businesses effectively. Our role is to take the guess work out of your accounting functions and allow you to do what you do best.
A natural outgrowth of our business is the need to provide our clients with common sense financial planning and advice. Many of our tax clients have utilized the services of Brian Woods to assist them in achieving their financial goals. Brian is a CERTIFIED FINANCIAL PLANNER practitioner with experience in a host of financial planning issues. His unique ability to combine the tax expertise of a CPA and the financial savvy of a CERTIFIED FINANCIAL PLANNER practitioner provides our clients a valuable resource as they attempt to navigate through their financial lives and make sense of the complicated options available to them.