“Preparation is the bridge between tax headaches and peace of mind.”
— Unknown
Tax Planning and Preparation
Let us simplify your tax preparation and planning. Whatever your tax needs are, we provide clear, concise, and timely filings.
Compliance Package
- Year-round response to questions related to tax filings
- Secure digital document storage
- Complex tax return preparation
Starting at $900
Collaboration Package
Compliance plus:
- Yealy tax planning session
- Quarterly estimated tax reviews
- IRS & state tax responses
Starting at $1,300
Concierge Package
Collaboration plus:
- Two yearly tax planning sessions and review meetings
- Financial planning overview with recommendations
Starting at $1,800
Tax Planning
No one enjoys paying more income tax than they are required. With proper planning, income taxes may often be significantly reduced. Whether planning across multiple years, preparing for the sale of a rental property or considering retirement, the decisions you make will have a profound impact on your tax burden.
The key to proper tax planning is time, or more specifically, timing. Too often, a client will come to us after a transaction has occurred and wonder what options they have to minimize taxes. By proactively discussing tax implications, we are better able to advise, and clients can save tax dollars. Ultimately, our goal in a tax planning engagement is to make certain that you have all of the relevant variables at your disposal so you can make informed, tax-efficient decisions.
Tax Preparation & Compliance
Tax preparation and compliance regulations continually evolve into an overwhelming set of requirements that often seem counter-intuitive or illogical. Unfortunately, it is the system we have, and we all have to file returns. Our objective at Woods Financial Services, LLC is to simplify filings so you can be confident you are meeting your federal, state and local obligations while paying only what you are legally required.
Whether individual or fiduciary filings, we aim to reduce the headache of tax preparation. Our goal is to make the filing process as streamlined as possible for our clients.
If you are considering a major taxable transaction or just want to understand options for reducing your tax burdens, please contact our office at 410-821-6625.