Do you only prepare returns in the spring?+
No. You can hire us for a single return or for advice through the year. We'll agree on the services and fees with you before work begins.
Who do you usually work with?+
Business owners and families. That often includes a company, investments, rental property, or a business that is still changing.
Where are the offices?+
We meet by appointment in Williamston, Michigan, and in New Port Richey, Florida. Call (517) 994-5151 or use the same email addresses for either office. We will send the meeting details when we set a time.
Do you work with S corporations and partnerships?+
Yes. We help with the type of entity, reasonable owner pay, distributions, and the Michigan and federal returns that follow.
How does pricing work?+
We describe the work and give you the fee in writing before we begin. Bookkeeping, notice responses, and the optional $99 Squared Away letter are separate from a planning conversation unless the scope says otherwise.
What does Enrolled Agent mean?+
An Enrolled Agent is licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. Robert Wood, EA, holds that license. Kenneth Rood is an advisor at the firm.
What happens at a quarterly check-in?+
It is about forty-five minutes, four times a year. We review income so far, withholding, and estimated payments, talk about what changed, and agree on next steps. If a payment is due, you get instructions for what to send and when, plus a short written summary. You can also call between meetings. Q1 covers last year and the start of this one. Q2 is mid-year. Q3 is when year-end planning starts. Q4 is the last meeting before December 31.
How do I send documents?+
Use the client portal. Please do not email Social Security cards. Documents shared in the portal may also be saved to your client record.
How do you look at a tax strategy?+
We start with the tax rule that is supposed to allow the result, then look at how it applies to your facts, the records you would need, and the cost and risk. Listed transactions and deals sold mainly as shelters are ones we will not recommend. You can try the questions on Our approach, or save a worksheet in the portal. That worksheet is a planning tool. It is not a formal tax opinion.
What is Squared Away?+
It is a paystub check from Wood & Sons. You give us your name, email, and telephone, then photograph one stub. The check itself has no card charge. You see a labeled range, not a finished return. Robert Wood, EA, can write an optional $99 review of that range. Using the check does not make you a client.
How does tax withholding work?+
Withholding is a prepayment, not the tax itself. Each paycheck sends federal income tax, Social Security, Medicare, and usually Michigan tax toward the year. Form W-4 tells your employer how much federal income tax to take out. The return compares those payments with the actual bill. A refund means too much was sent in. A balance due means too little. One paystub cannot see a spouse, a bonus, or other income, which is why Squared Away shows a range.
How do I begin?+
Request a discovery call at (517) 994-5151, rwood@wsataxadvisors.com, krood@wstaxadvisors.com, or the contact form. On the call, we talk about your questions and what it's like to work with a tax advisor.
When do I pay for the tax assessment?+
The tax assessment is paid after the discovery call and before the results meeting. We'll explain the fee before you decide to proceed.
What happens at the results meeting?+
We discuss your tax plan, what it will take to put it into action, and our fees to administer it.
How do I pay?+
The Squared Away paystub check has no card charge. The optional $99 letter is paid with Stripe on Squared Away or on the Pay page. Other fees we quote are paid the same way. We do not store card numbers.
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