Achieve Success using Assistance from Our Proficient Team
Welcome to Wood Accounting & Advisory Services, LLC, your go-to firm for personalized, accurate accounting and tax preparation. Since 2009, Lewis Wood, CPA, has been providing exceptional service to the Fredericksburg, VA, and neighboring areas. Our team is renowned for integrity, dedication, and a genuine passion for helping people resolve tax and accounting challenges. We pride ourselves on assisting small businesses and individuals with organization and management of their bookkeeping needs.
Our Values
At Wood Accounting & Advisory Services, LLC, we uphold three core values that drive our success:
1. Accuracy: We ensure precision in all our services, from financial planning to tax preparation and accounting.
2. Diligence: Our team is committed to providing unparalleled attention to detail, ensuring that no stone is left unturned when it comes to managing your finances.
3. Personalization: We understand that every client has unique needs and circumstances. Our team takes the time to understand your goals and cater our services accordingly.
Client Reviews
Your satisfaction is our top priority. Please leave a review to let us know how we are doing and to share your experience with others.
Services for Individuals
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Elder Care
Our individual services are designed to help you achieve your financial goals and secure your family's future. Our team of experts will work closely with you to develop a tailored strategy that reflects your specific needs and aspirations.
Services for Small Businesses
- Small Business Accounting
- Payroll
- Part-Time CFO Services
- New Business Formation
- Non-Profit Organizations
- Internal Controls
Wood Accounting & Advisory Services, LLC, offers a comprehensive suite of services for small businesses. From setting up your business to managing day-to-day finances, we ensure that your business thrives. Our team provides expert guidance and support in all aspects of your financial management, allowing you to focus on growing your business.
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
Our tax specialists help you navigate the complex world of taxation, ensuring that you comply with regulations while maximizing your deductions and minimizing your tax liability. Whether you need assistance with tax preparation or resolving tax problems, our team is here to help.
Bookkeeping Services
- Business Books Setup
- Training
- Tune-up
- Client Center
Efficient bookkeeping is essential for the success of any business. Our team provides comprehensive bookkeeping services, including setting up your financial system, training your staff, and performing regular tune-ups to ensure accuracy and compliance.
Additional Resources
- 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
Contact us today to schedule your consultation and discover how Wood Accounting & Advisory Services, LLC, can help you achieve financial success.
Exceptional Customer Service
The testimonies of the clients who have worked with Wood Accounting & Advisory Services reveal a consistent theme of exceptional customer service. Every reviewer praised Lew Wood's professionalism, patience, and expertise in handling their tax needs. From resolving issues promptly to explaining complex tax situations in simple terms, Lew has exceeded his clients' expectations.
Personalized Attention
Each reviewer mentions Lew's willingness to take the time to understand their unique situation and provide personalized advice. Whether it's helping with business start-up, navigating complex tax laws, or offering guidance on tax strategies, Lew has demonstrated a commitment to delivering customized solutions.
Timeliness and Communication
The clients appreciated Lew's prompt responses to their inquiries, as well as his regular updates on the status of their tax returns. Several reviewers mentioned that Lew was able to complete their tax returns quickly, often exceeding their expectations.
Professionalism and Trust
Throughout the testimonials, Lew is consistently described as a knowledgeable, trustworthy, and professional individual. His clients appreciate his expertise, and many have returned to him for their tax needs year after year.
Additional Considerations
A few reviewers mentioned Lew's use of user-friendly software, his ability to explain complex tax concepts in simple terms, and his commitment to staying up-to-date on changes in tax laws. Many clients emphasized Lew's patience, kindness, and willingness to take the time to address their concerns.
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