Business Details
Your Trusted Partner for Accounting Solutions in Rockville, MD
Woodard & Associates has been delivering personalized financial guidance to individuals and businesses for decades. Our expertise spans tax management, accounting services, financial statement preparation, and strategic financial planning, positioning us as a leading boutique accounting firm in the Washington D.C. metro area and across the United States. By leveraging the combined experience of our seasoned professionals, we ensure every client receives meticulous analysis and tailored attention. Our mission focuses on maintaining clients' financial viability in the present while proactively addressing future goals through transparent communication and rigorous research. With a commitment to high standards, we have earned enduring trust from the business community, reflected in our long-standing client relationships.Our team combines corporate best practices with specialized knowledge to serve small federal government contractors, real estate firms, and diverse businesses. We prioritize responsiveness and competence, ensuring both current and prospective clients receive timely, expert advice. Our professionals bring decades of experience from Fortune 50 companies and hold certifications including Certified Public Accountant (CPA). Strategic affiliations with legal and financial experts further enhance our ability to provide comprehensive solutions. This dedication to excellence has solidified our reputation as a respected partner in financial and tax matters.
Services
Tax Management
Accounting Services
IRS Representation
Financial Planning
Entity Restructuring
QuickBooks Assistance
Payroll Services
Estate Tax Planning
Debt Advisory
International Taxation
Highlights and features
- We offer over 20 years of experience in tax and accounting services for businesses and individuals.
- Our team includes CPAs with expertise from Fortune 50 companies and specialized industry knowledge.
- We provide personalized financial strategies tailored to small businesses and federal contractors.
- Strategic affiliations with legal and financial experts enhance our comprehensive service offerings.
- Our commitment to transparency ensures clients receive accurate, timely, and ethical advice.
Associations and certifications
- AICPA
- Maryland Society of Accountants
- CPA (Certified Public Accountant)
Services
Tax Management Services
We guide clients through tax planning and preparation to minimize liabilities and optimize cash flow. Our expertise in evolving tax laws ensures compliance while maximizing financial opportunities for individuals and businesses. Services include strategic tax return preparation and advisory support tailored to specific industry needs.
Accounting Services
From startups to established enterprises, we provide accurate bookkeeping, financial statement preparation, and system setup. Our services ensure reliable record-keeping, cost-containment strategies, and tax planning support to maintain profitability and support business growth through informed financial decisions.
IRS Representation
Our professionals offer expert representation during IRS audits, leveraging deep knowledge of tax regulations to resolve issues efficiently. We advocate for clients during federal and state agency interactions, ensuring compliance while protecting financial interests through strategic documentation and communication.
Financial Planning
We develop comprehensive financial plans addressing retirement, investments, and business succession. Partnering with specialists, we create strategies for asset allocation, tax-efficient returns, and long-term wealth preservation aligned with personal and business objectives.
Entity Restructuring
We advise on optimal business entity selection and restructuring to minimize tax burdens and legal liabilities. Services include evaluating organizational changes, mergers, and succession planning to ensure alignment with operational goals and regulatory requirements.
People
Sheila A. Woodard
Founder & CPA
With over 20 years in tax and business consulting, Sheila specializes in federal contractors and real estate firms. A CPA and former Fortune 50 executive, she holds an MBA from Atlanta University and serves on Montgomery General Hospital's board.
Joan Davion
Full Charge Accountant
Joan offers 20 years of accounting expertise for businesses in Washington D.C., Maryland, and Virginia. She holds a B.S. in Accounting from Strayer University and specializes in supporting small businesses and nonprofits with financial management solutions.
Min-Hsiang Wei
Staff Accountant
Min-Hsiang prepares financial statements and tax returns for individuals and businesses. She holds degrees in accounting and finance from the University of Maryland and prioritizes accuracy and completeness in client deliverables.
Burton J. Haynes
Tax Attorney
A former IRS Special Agent, Burton specializes in tax disputes with 40+ years of legal practice. He holds CPA, JD, and MBA credentials from the University of Maryland and represents clients in complex civil and criminal tax cases.
Eric A. Eisen
Business Law Attorney
Eric assists with business entity formation and contract law. A magna cum laude graduate of the University of Michigan, he chairs the Montgomery County Bar Association's Business Section and provides legal counsel for corporate structuring.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, tax planning, and business advisory services tailored to small businesses' needs.
Do you handle IRS audit representation?
Yes, our team offers professional IRS representation to resolve audits and tax disputes efficiently.
Can you assist with QuickBooks setup and training?
We help clients implement and optimize QuickBooks for accurate financial reporting and streamlined accounting processes.
What tax planning strategies do you specialize in?
We focus on minimizing tax liabilities through entity selection, international tax compliance, and strategic deductions.
How do you support federal government contractors?
We provide specialized tax and financial consulting for federal contractors, including compliance and business growth strategies.
Do you offer financial planning for retirement?
Yes, we partner with experts to create personalized retirement and wealth preservation plans for individuals.
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