Business Details
Trusted Accounting & Financial Services in Rockville, MD
For years, Woodard & Associates has provided quality, personalized financial guidance to individuals and businesses. Our expertise spans from basic tax management and accounting services to in-depth financial statement preparation and financial planning. As a leading boutique accounting firm in the Washington D.C. metro area, we combine our staff's expertise and experience to ensure every client receives close analysis and attention.Our mission is to help clients maintain financial viability in the present while proactively achieving future goals through open communication and sound analysis. We pride ourselves on high standards, seasoned professionals, and a work ethic that has earned us respect in the business and financial community. Our dedication to hard work and responsiveness ensures clients receive competent and timely advice tailored to their needs.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Entity Selection
Payroll Services
Financial Planning
Bookkeeping
QuickBooks Help
International Taxation
Highlights and features
- We offer over 20 years of experience in personalized tax and financial planning.
- Our team includes Certified Public Accountants with Fortune 50 company expertise.
- We provide strategic entity selection and restructuring for optimal tax benefits.
- Our strategic affiliations ensure access to specialized legal and tax professionals.
- We combine boutique firm personalization with corporate-level best practices.
Associations and certifications
- AICPA
- Maryland Society of Accountants
- Certified Public Accountants (CPA)
Services
Tax Management Services
We guide clients through tax planning and preparation strategies to minimize liabilities and maximize cash flow. Our expertise in evolving tax laws ensures compliance while optimizing financial opportunities. Services include entity selection, international taxation, and IRS representation for individuals and businesses.
Accounting Services
We provide accurate record-keeping, financial statement preparation, and system setup support. Our services help businesses maintain profitability through cost-containment strategies, tax planning, and investment guidance. We serve start-ups and established enterprises with tailored accounting solutions.
Estate and Trust Planning
Our partners assist with asset transfer strategies to minimize tax liability and ensure smooth business succession. We help clients create comprehensive plans for financial security, including trust management and tax-efficient distribution of assets to beneficiaries.
IRS Representation
We provide professional representation during IRS audits, leveraging our experience with tax authorities. Our services include answering audit inquiries, resolving disputes, and ensuring compliance with federal and state tax regulations for individuals and businesses.
Financial Planning
Our partners offer retirement planning, investment strategy, and tax-advantaged financial solutions. We help clients achieve long-term goals through asset allocation, college funding plans, and business succession strategies tailored to their unique needs.
People
Sheila A. Woodard
Founder & CPA
MBA and CPA with 20+ years in tax planning and business consulting. Former Fortune 50 executive. Specializes in federal contractors and real estate firms. AICPA member and hospital board finance chair.
Joan Davion
Full Charge Accountant
20 years of accounting experience supporting businesses in Washington, D.C., Maryland, and Virginia. B.S. in Accounting from Strayer University. Focuses on financial challenges of small businesses and nonprofits.
Min-Hsiang Wei
Staff Accountant
Prepares accurate financial statements and tax returns for businesses. Holds B.S. and MA in Accounting. Committed to ensuring clients' financial records reflect their true business performance.
Burton J. Haynes
Tax Attorney
Former IRS Special Agent with CPA, MBA, and JD credentials. Specializes in tax controversy work, including criminal investigations and IRS representation. Teaches accounting courses and serves as bankruptcy tax counsel.
Eric A. Eisen
Business Entity Attorney
Magna cum laude graduate with 40+ years in business law. Chairs Montgomery County Bar Association's Business Section. Assists with entity formation and contract law for businesses of all sizes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll services, and entity selection to help small businesses manage finances and optimize tax benefits.
Do you handle IRS audit representation?
Yes, our team offers professional IRS representation services, including audit support, tax dispute resolution, and compliance guidance for individuals and businesses.
Can you assist with retirement and estate planning?
We partner with experts to offer retirement planning, estate tax strategies, and trust management services tailored to your long-term financial goals.
What industries do you specialize in?
We specialize in serving federal government contractors, real estate firms, nonprofits, and small-to-midsize businesses across various industries nationwide.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, implementation, and optimization services to help businesses use accounting software efficiently and effectively.
How do I schedule a consultation?
Call us at (301) 949-4488 or use our online contact form to request a free consultation with our accounting professionals.
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