Achieve Success using Assistance from Our Proficient Team
At Wood Accounting & Advisory Services, LLC, we are dedicated to providing exceptional accounting and tax preparation services to individuals and small businesses in Fredericksburg, VA, and the surrounding areas. Our team of professionals is dedicated to delivering personalized, accurate, and efficient services to help you achieve your financial goals.
Our Mission
Our mission is to provide exceptional service to our clients, understanding their financial needs, and providing tailored solutions to help them succeed. We strive to build long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial goals.
Our Services
We offer a comprehensive range of services to meet the diverse financial needs of our clients. Our services include:
For Individuals
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Elder Care
For Businesses
- Small Business Accounting
- Payroll
- Part-Time CFO Services
- New Business Formation
- Non-Profit Organizations
- Internal Controls
- Tax Services
- Tax Preparation
- Tax Planning
- Tax Problems
- IRS Audit Representation
- Non-Filed Tax Returns
- Back Taxes Owed
- Payroll Tax Problems
- IRS Liens
- IRS Levies
- IRS Wage Garnishment
- IRS Seizures
- IRS Payment Plan
- Offer in Compromise
- Get Your IRS File
Bookkeeping Services
- Business Books Setup
- Training
- Tune-up
- Client Center
- Newsletter
- This Month's Newsletter
- Previous Newsletters
- Guides
- Life Events
- Business Strategies
- Investment Strategies
- Tax Strategies for Business Owners
- Tax Strategies for Individuals
- Frequently Asked Questions
- Tax Center
- Track Your Refund
- Tax Due Dates
- Tax Rates
- IRS Tax Forms and Publications
- Record Retention Guide
- State Tax Forms
- Resources
- Financial Calculators
- Client Portal
- SecureSend
- Internet Links
Expertise
Our founder, Lewis Wood, CPA, MBA, has extensive experience in helping individuals and businesses with their tax and accounting needs. With his expertise, we have helped numerous clients achieve their financial goals and resolve complex accounting and tax issues. Our team is dedicated to providing professional, personalized services to our clients.
Contact Us
If you are seeking expert accounting and tax preparation services, look no further than Wood Accounting & Advisory Services, LLC. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Overall Experience
The reviewers had a consistently positive experience with Wood Accounting, praising the professionalism, expertise, and timeliness of the services provided.
Key Strengths
- Professionalism: Reviewers highlighted the professional demeanor of Lew Wood and his team, citing their patience, knowledge, and ability to explain complex tax concepts in a clear and concise manner.
- Timely Service: Many reviewers appreciated the promptness of the service, with some mentioning that their tax returns were completed ahead of schedule.
- Expert Advice: Reviewers valued the expert tax advice provided, which helped them navigate complex tax situations and identify opportunities for savings.
- Clear Communication: The user-friendly program used by Wood Accounting and the clear directions provided made it easy for clients to upload documents and understand the tax preparation process.
Client Satisfaction
Reviewers expressed high levels of satisfaction with the service, citing the peace of mind they feel knowing their taxes are in good hands. Many reviewers also mentioned that they would recommend Wood Accounting to others.
