Emily Woods
Emily joined Woods Financial Services, LLC full time in 2008 after raising her young daughters. She manages business operations and accounting, tax preparation and technology services for clients.
Brian Woods
Brian founded Woods Financial Services, LLC in 1997 after working for a Big 4 international accounting firm. Since the start of his career, Brian’s mission has been to provide sensible, relevant and valuable financial advice to individuals and small business owners.
Olivia Schiattarella
Olivia serves as the firm’s Client Manager. She draws from her experience in project management and marketing to serve as a resource to new clients, prepare & track correspondence to the IRS & state tax agencies, prepare PPRs & 1099s, and provide marketing and copywriting support.
Kelly Lyons
Kelly is the firm’s Operations Manager. Her operations experience extends across multiple industries including financial services, retail, and construction.
Joyce Mazur
Joyce draws from her extensive experience in accounts receivable/payable to serve as accounting support staff to Emily. Her roles include data entry, reconciliation, payroll preparation and reporting.
Melanie Kremen
Melanie “Mel” is our Tax Administrative Assistant and Office Manager. She brings six years of real estate titling experience to the firm and uses her customer service and organization skills to route phone calls to the appropriate team members, schedule appointments and keep our front office running smoothly and efficiently. During tax season, she is responsible for assembling and disseminating tax returns.
Fernando Carreon
Fernando serves as the firm’s Senior Tax Associate. He has over 16 years of experience in serving the public in accounting and tax preparation. During the course of his career with several accounting firms he has strived to provide reliable and accurate services for individuals and business owners.