Access document · August 2026
Squared Away access document
Wood and Sons Tax Advisors LLC. Please read it. Agreeing on the form is how you accept it.
Squared Away is a planning tool of Wood & Sons Tax Advisors. It is not a tax return, not e-file, not IRS representation, and not a meeting with an advisor.
To run the check you give the practice your name, email, and telephone. We do not run a paystub for a stranger. The estimate itself carries no card charge.
You will photograph or upload a paystub. A paystub can show wages, an address, and a Social Security number. The tool reads figures to produce a labeled range, then discards the image. Do not send a Social Security card. Do not use this form if you are not the person named on the stub.
The range is an estimate annualized from one stub. It cannot see a spouse, a second job, a bonus, equity, or other income. It is not advice for your facts. Robert Wood, EA, stands behind the optional $99 signed letter — not behind the machine range.
Completing this document does not make you a client. No engagement exists until a fee is in writing and accepted. The practice may call, email, or text you at the numbers you provide about this check, the $99 review, or advisory work. You may ask us to stop.
Michigan and federal tax rules change. This document is general information, not a covered opinion and not a substitute for a conversation about your own year.
Robert Wood, EA · Kenneth Rood · (517) 994-5151