Business Details
29 Years
experience
Trusted Tax & Accounting Services for Individuals and Businesses
At Woods Financial Services, we believe clients deserve professional, competent, and responsive tax, accounting, and financial planning services. Since 1997, we have helped businesses and individuals cultivate financial success through genuine relationships, which remain central to our growth. Our approach combines community-building with financial expertise to simplify your finances and support your long-term goals. We prioritize clear communication, proactive tax planning, and tailored financial strategies to meet diverse client needs. Our team delivers compliance, planning, and advisory services backed by decades of experience, ensuring clients make informed, tax-efficient decisions.We specialize in individual and business tax preparation, investment advisory services, and modular or comprehensive financial planning. Our accounting packages provide clarity through monthly reconciliation, financial statements, and cash flow projections. Client satisfaction drives our commitment to evolving with changing regulations while maintaining personalized service. We serve as a trusted partner for tax compliance, retirement planning, and business consulting. Our philosophy remains rooted in transparency, expertise, and building lasting relationships to help clients achieve financial well-being.
Services
Tax Planning
Financial Planning
Accounting Services
Investment Advisory
Business Consulting
Tax Preparation
Portfolio Review
Compliance Packages
Cash Flow Projections
Retirement Planning
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in tax and financial planning.
- Our team provides personalized service tailored to individual client needs.
- We offer comprehensive services spanning tax, accounting, and investment advisory.
- Proactive tax planning minimizes client liabilities through strategic timing.
- Client-focused approach prioritizes clear communication and long-term relationships.
Services
Tax Planning
Our tax planning services help clients minimize liabilities through strategic timing and proactive advice. We specialize in retirement planning, business transaction tax implications, and multi-year strategies. Clients receive personalized guidance to make informed decisions aligned with their financial goals.
Financial Planning
We create comprehensive financial plans considering assets, liabilities, and risk tolerance. Our modular approach allows focused planning for specific goals like college savings or retirement. Plans remain fluid to adapt to life changes and evolving objectives.
Accounting Services
Monthly accounting packages include reconciliation, financial statements, and tax preparation. Compliance, collaboration, and concierge tiers cater to varying business needs. Services ensure accurate reporting and support data-driven financial decisions for growing businesses.
Investment Advisory
We implement diversified investment strategies aligned with client risk profiles. Services include portfolio reviews, asset allocation, and performance monitoring. Our approach prioritizes low-cost index funds and market-matching returns to achieve long-term financial objectives.
Business Consulting
Our consulting services optimize financial processes for small to mid-sized businesses. We provide cash flow projections, system improvements, and operational efficiency analysis. Tailored solutions help businesses streamline accounting and enhance financial decision-making capabilities.
People
Emily Woods
Head of Accounting and COO
Emily leads accounting operations with decades of experience, focusing on client relationships beyond financial metrics. She enjoys travel, hiking with her dogs, and Peloton workouts.
Brian Woods
Head of Tax Advisory
Brian specializes in clear tax advisory services, known for his casual approach and hoodie collection. He enjoys golf and local sports team support.
Kathy Muir
Tax Advisor
Kathy provides tax compliance expertise while prioritizing client education. She balances work with family time, caring for grandchildren and a new puppy.
Kelly Lyons
Operations Manager
Kelly ensures operational efficiency, partnering with Emily to streamline client experiences. She enjoys reading, travel, and outdoor activities like whitewater boating.
Melanie Kremen
Client Manager
Melanie serves as the primary client contact point, managing document organization and office operations. She combines client service with travel and true crime podcast interests.
Questions
What services does Woods Financial Services offer?
We provide tax planning, accounting, financial planning, investment advisory services, and business consulting for individuals and businesses.
How does tax planning work at Woods Financial Services?
Our tax planning focuses on strategic timing to minimize liabilities, including retirement planning and major transaction guidance.
What accounting packages are available for businesses?
We offer compliance, collaboration, and concierge monthly accounting packages with pricing starting at $300/month.
Can you help with investment portfolio reviews?
Yes, we review portfolios to align risk tolerance with investments and ensure realistic return expectations.
