Woods & Associates

At Woods Financial Services, we are a CPA and financial planning firm dedicated to providing individuals and businesses with sensible and relevant financial and tax advice. Since our inception in 1997, we have been committed to building lasting relationships with our clients, and helping them navigate their financial goals with confidence.

Our Story

Our journey began with a simple vision - to provide high-quality, personalized financial services that cater to the unique needs of each client. Over the years, we have grown and evolved, expanding our services to include tax planning and preparation, financial planning, and investment services for individuals and families, as well as accounting and consulting services for businesses of all sizes. Through it all, we have remained true to our core values of integrity, expertise, and exceptional customer service.

Our Philosophy

At Woods Financial Services, we believe that financial planning should be more than just crunching numbers and filing tax returns. It should be about understanding your goals, your dreams, and your aspirations. It should be about helping you create a roadmap to financial freedom and security. That's why we take the time to get to know each of our clients as individuals, not just as spreadsheets. We understand that every client is unique, with their own set of financial challenges and opportunities. And we are committed to providing personalized solutions that address those needs and help our clients achieve their financial objectives.

Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. From our head of accounting and COO, Emily Woods, to our head of tax advisory and financial planning, Brian Woods, every member of our team is committed to delivering the highest level of expertise and customer service. Whether you're looking for tax planning and preparation, financial planning, or accounting and consulting services, you can trust that our team has the knowledge and experience to help you achieve your financial goals.

Our Community

At Woods Financial Services, we believe that we are not just financial advisors, but also members of the community. That's why we are committed to giving back through volunteer work, charitable donations, and community involvement. We believe that by supporting our community, we can help create a brighter future for everyone.