Robert Wood, EA · Kenneth Rood, Advisor
Williamston, Michigan · New Port Richey, Florida
Tax planning for business owners and families.
We are where you spend your summers and winters.
We review your return and current income, then look for tax options that fit your situation. You'll know what each option requires, when you need to act and how it could affect what you owe.
What do you need help with?
Year-round tax advice
Review your income, withholding and estimated payments during the year. Ask for advice when a decision comes up between meetings.
Learn moreTax planning and strategy
Identify tax options, deadlines and the records you need before you act.
Learn moreTax planning for business owners
Get help with S corporations, partnerships, owner pay, distributions and business returns.
Learn morePersonal and family taxes
Prepare your return and address questions about investments, rental income, education costs and equity compensation.
Learn moreBookkeeping and financial reports
Categorize transactions, reconcile accounts and prepare financial reports.
Learn moreHelp with tax notices
Understand what a notice requests, when a response is due and how to respond.
Learn moreAdvice throughout the year
Meet with us for about 45 minutes each quarter to review income, withholding and estimated payments. We'll discuss changes and give you written next steps, including payment instructions when needed. You can also contact us between meetings.
What we cover each quarter
- Q1. Review last year's return or extension, the January and April estimates, and withholding for the new year.
- Q2. Review the June estimate and changes to income, owner pay or distributions.
- Q3. Review the September estimate and start year-end planning.
- Q4. Review steps due before December 31, estimate next spring's tax bill and plan for the January estimate.
Considering a short-term rental?
One of our trusted partners focuses exclusively on short-term rentals. We review the tax side with you, including whether you could use the deductions and what participation and recordkeeping would be required.
Wood & Sons remains your tax advisor and point of contact.
Read about short-term rentalsWho you'll work with
- Robert Wood, EA — Enrolled Agent
- Kenneth Rood — Advisor
Robert is licensed by the U.S. Treasury to represent taxpayers before the IRS.
Meet Robert and KennethCheck your paycheck withholding
Squared Away estimates a range from one paystub. The check has no card charge. Robert Wood, EA, offers an optional $99 signed review. Using the tool does not make you a client.
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