Business Details
29 Years
experience
Your Trusted Partner for Accounting and Financial Services in Annapolis
Since 1997, Woods Financial Services has been dedicated to providing professional, competent, and responsive tax, accounting, and financial planning services. Our philosophy centers on cultivating genuine relationships with clients, which has been integral to both our growth and their financial success. By combining a love for community with a drive for financial growth, we serve as a long-term partner committed to helping clients achieve their goals. Our approach simplifies finances and supports future planning, ensuring clients feel confident in their financial decisions. With decades of combined experience, our team delivers personalized solutions tailored to individual and business needs.We prioritize transparency, proactive communication, and a deep understanding of each client's unique circumstances. Our services span tax planning and preparation, comprehensive financial planning, investment advisory services, and accounting solutions for businesses of all sizes. We aim to minimize the stress of tax compliance while maximizing opportunities for financial growth. Our team's expertise extends to complex tax returns, retirement planning, risk assessment, and portfolio management. For over 25 years, we have built a reputation for reliability, expertise, and a client-first approach in Maryland and beyond.
Services
Tax Planning
Financial Planning
Accounting Services
Tax Preparation
Investment Advisory
Consulting Services
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in tax and financial planning.
- Our team provides personalized, client-focused financial strategies.
- We offer comprehensive services spanning tax, accounting, and investment advisory.
- Our proactive approach minimizes tax liabilities and maximizes financial growth.
- We prioritize transparent communication and long-term client relationships.
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to individual and business needs. We analyze financial situations, identify deductions, and optimize timing of transactions. Clients benefit from reduced tax burdens while ensuring compliance with evolving regulations.
Financial Planning
Comprehensive financial planning addresses goals like retirement, education savings, and risk management. We create customized roadmaps considering assets, liabilities, and risk tolerance. Ongoing reviews ensure plans adapt to life changes and market conditions.
Accounting Services
We provide monthly accounting packages including reconciliation, financial statements, and tax preparation. Services scale from basic compliance to full financial management for businesses. Clients gain clarity through accurate, timely financial reporting and strategic advice.
Investment Advisory
Our investment advisory services focus on diversified, low-cost portfolios aligned with client goals. We emphasize long-term growth and risk-appropriate allocations. Regular reviews ensure investments remain aligned with evolving financial plans.
Consulting Services
Business consulting addresses financial process optimization, system improvements, and compliance. We offer tailored solutions for small businesses and established companies. Services include cash flow analysis, budgeting, and operational efficiency recommendations.
People
Emily Woods
Head of Accounting and COO
Emily Woods leads accounting operations with decades of experience, focusing on client relationships and financial strategy. She combines technical expertise with a personalized approach to client needs.
Brian Woods
Head of Tax Advisory and Financial Planning
Brian Woods specializes in tax advisory and financial planning, providing clear, practical advice. His approach balances technical knowledge with accessible communication for client success.
Kathy Muir
Tax Advisor
Kathy Muir focuses on tax compliance and client advisory, offering detailed guidance tailored to individual client situations and needs.
Kelly Lyons
Operations Manager
Kelly Lyons manages internal operations, ensuring efficient firm processes and seamless client experiences through system optimization and team coordination.
Melanie Kremen
Client Manager
Melanie Kremen serves as the primary tax client contact, managing document organization and client communications with attention to detail and service excellence.
Questions
What services does Woods Financial Services offer?
We provide tax planning, accounting, financial planning, investment advisory services, and business consulting tailored to individual and business needs.
How long has Woods Financial Services been in business?
We have served clients since 1997, offering over 25 years of expertise in tax and financial services.
Do you work with both individuals and businesses?
Yes, we offer personalized solutions for individuals, families, and businesses of all sizes.
What sets Woods Financial Services apart from competitors?
Our client-first approach, proactive tax strategies, and commitment to long-term financial partnerships distinguish us in the industry.
Are your services available remotely?
Yes, we offer secure digital document storage and virtual consultations to accommodate client preferences.
