We 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.
To begin, request a discovery call. We explain the tax assessment on that call. The assessment itself is a separate paid step, due after the discovery call and before the results meeting. At that meeting we discuss your tax plan, what it will take to put it into action, and our fees to administer it.
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 rentals