We review your income, withholding and estimated payments with you during the year. Quarterly meetings last about 45 minutes. You can also contact us between meetings when a sale, payment or business decision affects your taxes.
DetailsWe review your income, investments and business plans to identify tax options that may apply. You receive a written plan covering the recommended steps, the timing and the records you need. We revisit it when your circumstances change.
DetailsWe help S corporation and partnership owners review how the business is structured, how owners are paid and how distributions affect their taxes. We also prepare business returns when included in the written scope.
DetailsWe prepare personal returns and help with questions involving investments, rental income, education costs and equity compensation. If something changes during the year, we can review how it affects your tax bill and payments.
DetailsWe categorize transactions, reconcile accounts and prepare financial reports. The work can include a monthly close. We'll agree on what needs to be brought up to date and how often you need reports.
DetailsSend us the notice through the client portal. We'll explain what it requests, identify the response deadline and help prepare the response. If returns from earlier years are missing, we can discuss bringing those up to date.
DetailsOne 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 rentalsWe'll agree on the services and fees with you before work begins.
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