Robert Wood, EA · Kenneth Rood · Williamston office
Private tax advisoryfor families and owners.
The year is still open. Robert Wood, EA, and Kenneth Rood sit with it while a choice can still change the number. Counsel first. Filing last. Discreet. By appointment.
Step 03, in full
The quarterly check-in
Forty-five minutes, four times a year, with advisors who already know the file. Not a recap of last April. A sitting while a choice can still change the number. Between sittings, you call.
The year, in sittings
January → December
Q1
Jan 15 · Apr 15
Close last year. Set this one.
January – April
Q2
Jun 15
Mid-year, while it can still move.
April – June
Q3
Sep 15
Year-end starts in August.
July – September
Q4
Dec 31 · Jan 15
The last sitting of the year.
October – December
On the table
- 01Year-to-date income, withholding, and estimates against the plan
- 02What changed: a sale, a distribution, a hire, a notice, a move
- 03The two or three decisions still open this quarter
- 04The voucher — what to send, and when
- 05A short written note after, so the file matches the sitting
You leave with a voucher if one is due, and a note in the file. No brochure. No new associate.
Q1 · January – April
Close last year. Set this one.
January 15 estimated tax, if it is due. Whether last year’s return files or extends. W-4 and withholding if the first stubs are already off. A first look at this year’s income against the plan. April 15 is a date on the calendar — not a discovery.
Q2 · April – June
Mid-year, while it can still move.
June 15 estimated tax. Bonuses, distributions, a sale, a new hire. Owner compensation on an S corporation. Books against the plan. If the number has changed, we change the estimate — not in December.
Q3 · July – September
Year-end starts in August.
September 15 estimated tax, and extension files that should not wait until the week of. Retirement, equipment, charitable gifts, entity elections — listed while there is still time. September is when this practice opens the year-end file, not March.
Q4 · October – December
The last sitting of the year.
What must happen before December 31. What can wait. A forecast of April so nobody is surprised. January 15 estimated tax is set from that sitting. Next year’s counsel starts the same week the return is signed.
Enrolled Agent
Robert Wood, EA, is licensed by the U.S. Treasury to represent taxpayers before the IRS — unlimited in type of return.
Written fees
The fee is in writing before work begins. No surprise bill after a filing.
A private portal
Documents stay in the vault. Do not send Social Security cards by email.
By appointment
Williamston office. You speak with advisors who know the file — not a seasonal shop.
The work
Counsel first. Filing last.
Families and owners whose affairs will not fit a seasonal shop. Entities, investments, property, and the year still ahead.
Private Advisory
A standing relationship. Decisions reviewed before they are made — not explained after April.
Learn moreTax Strategy
A written plan for the year — income, timing, and elections — while the outcome can still change.
Learn moreOwners & Entities
S corporations, partnerships, and the elections that decide what you keep.
Learn moreFamilies & Households
Personal tax counsel for families with investments, property, and more than one stream of income.
Learn moreBooks & Reporting
Records that support counsel — not a box of receipts in March.
Learn moreNotices & Resolution
Correspondence from the IRS or the State of Michigan, handled with care.
Learn moreSquared Away
A tool of the practice. Not the engagement.
If you want a number before we sit down: identify yourself, photograph one paystub, and see a labeled range. Optional. The $99 letter is Robert Wood, EA, standing behind that range. The advisory relationship still begins with a conversation.
Open Squared AwayWhy households stay
Trust is the engagement.
Discretion
Your affairs stay in the room. The portal is private. We do not treat a household like a volume shop.
A single advisor
You speak with advisors who know the plan. Not a call center. Not a new associate every April.
Numbers, plainly
If a choice will cost you, you hear it while there is still time. No brochure language.
The whole year
Counsel only works if we are in the numbers between deadlines — not only in April.