Woods & Associates

At Woods Financial Services, LLC, our mission is to provide individuals and businesses with expert financial and tax guidance to simplify their financial lives and support their futures. With over two decades of experience, our team of seasoned professionals has been committed to delivering personalized service, expertise, and commitment to our clients.

Our Philosophy

At Woods Financial Services, LLC, we believe that every individual and business has unique financial goals and challenges. Our approach is to understand our clients' unique circumstances and provide tailored solutions that cater to their specific needs. We strive to build long-term relationships with our clients, built on trust, transparency, and open communication.

Our Team

Our team of dedicated professionals is comprised of highly experienced accountants, tax specialists, and financial planners. With a deep understanding of the ever-changing tax laws and financial regulations, our team is dedicated to staying up-to-date with the latest developments to ensure that our clients receive the best possible service. Our team includes:

Emily Woods, Head of Accounting and COO

As head of accounting and COO, Emily is responsible for overseeing the accounting and operational aspects of the firm. With years of experience in accounting, Emily brings a wealth of knowledge and expertise to ensure that our clients receive accurate and timely financial guidance.

Brian Woods, Head of Tax Advisory and Financial Planning

As head of tax advisory and financial planning, Brian focuses on providing sensible, relevant financial advice that caters to the unique needs of our clients. With a deep understanding of the tax laws and regulations, Brian helps our clients navigate the complexities of financial planning and tax management.

Fernando Carreon, Senior Tax Associate

As senior tax associate, Fernando works closely with Brian to provide expert tax advice and guidance to our clients. With a keen eye for detail and a commitment to accuracy, Fernando ensures that our clients receive the most precise and timely tax advice.

Olivia Schiattarella, Client Manager

As client manager, Olivia oversees the client tax experience from start to finish. With a warm and empathetic approach, Olivia strives to handle all client concerns with compassion and understanding.

Kelly Lyons, Operations Manager

As operations manager, Kelly ensures that the firm runs smoothly and efficiently. With a focus on internal processes and systems, Kelly partners with Emily to provide a seamless experience for our clients.

Joyce Mazur, Accounting Associate

As accounting associate, Joyce provides accurate and precise accounting services to our business clients. With a keen eye for detail and a commitment to accuracy, Joyce helps our clients make informed financial decisions.

Melanie Kremen, Tax Associate and Office Manager

As tax associate and office manager, Melanie is the initial and final touch point for our tax clients. With a deep understanding of tax laws and regulations, Melanie provides expert tax advice and guidance to our clients.

Our Services

At Woods Financial Services, LLC, we offer a range of services designed to meet the unique needs of our clients. Our services include:

• Tax Planning and Preparation: We provide expert tax planning and preparation services to individuals and businesses, ensuring that our clients receive the maximum tax savings and benefits.
• Financial Planning and Investment Services: We offer personalized financial planning and investment services to help our clients achieve their long-term financial goals.
• Accounting and Consulting Services: We provide expert accounting and consulting services to our business clients, ensuring that they receive accurate and timely financial guidance.

Our Community

At Woods Financial Services, LLC, we believe in giving back to our community. We are committed to supporting local charities and organizations that align with our values and mission.